# SANTA CRUZ WEALTH MANAGEMENT INC.

SANTA CRUZ WEALTH MANAGEMENT INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 325737
- Type: SEC-registered investment adviser
- Location: 2555 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA, 91361
- Phone: 805-501-0864
- Latest filing: 2026-05-18
- Regulatory AUM: $3.3M
- Non-discretionary AUM: $3.3M
- Clients: 1
- Accounts: 18

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325737/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325737/similar
- Related entities: https://search.stillhousedata.com/firm/325737/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325737

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.