SANTA CRUZ WEALTH MANAGEMENT INC.

SANTA CRUZ WEALTH MANAGEMENT INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 325737). Regulatory assets under management: $3.3M.

Registration

• CRD: 325737
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325737 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search