# SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES

SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES of ROLLING HILLS ESTATES, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 332016
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332016/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332016/similar
- Related entities: https://search.stillhousedata.com/firm/332016/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332016

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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.