Santa Monica Wealth Management, LLC
RIASEC Registered
Total AUM
$24.6M
Discretionary
$24.6M
100% of AUM
Avg account
$373K
Accounts
66
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 298174
- Website
- santamonicawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.2%
- Individuals32.8%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Santa Monica Wealth Management, LLC is an owner-operated LLC that provides fee-based portfolio management to individuals and small businesses. The firm serves individual and family clients and charges a mix of percentage-of-assets and fixed fees. It does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Advisory activity centers on discretionary portfolio management rather than institutional or pension consulting mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other93%
- Cash & Cash Equivalents7%
- US Government Bonds6%
Contacts
1 of 1
Sam Ghaly
Founder and Portfolio ManagerCRD 5782637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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