SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES

SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES of ROLLING HILLS ESTATES, CA is an SEC-registered investment adviser (CRD 332016). Regulatory assets under management: $34.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 332016
• Type: Registered investment adviser
• Location: 655 DEEP VALLEY DR., ROLLING HILLS ESTATES, CA, 90274
• Phone: 818-469-3521
• Latest filing: 2026-03-29
• Regulatory AUM: $34.0M
• Discretionary AUM: $34.0M
• Clients: 3
• Accounts: 115

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332016 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search