SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES

Overview

Southern California Wealth Management Associates is a small, independent registered investment adviser that focuses on fee-based portfolio management for individual and family clients. The firm operates under an owner-managed structure and positions its investment program around managed mutual fund solutions and third-party products, with discretionary authority over client portfolios. Its client base is primarily individuals and families, including small business owners, and the firm charges advisory fees as a percentage of assets under management. Investment activity centers on diversified public fund exposures supplemented by selected alternative allocations. The firm does not identify as an active ESG investor and appears to manage client relationships on a regional, single-state basis. Portfolio construction emphasizes professionally managed mutual fund strategies and vehicle-level diversification rather than heavy use of proprietary direct-equity strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices