A complete list of active advisors currently associated with Santa Monica Wealth Management, LLC

Warmer can help you find a great advisor at Santa Monica Wealth Management, LLC or one who fits your needs even better.

Santa Monica Wealth Management provides discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities, with client objectives and constraints documented in a Statement of Mutual Understanding. The firm manages about $21.7 million across roughly 35 client accounts. The adviser runs portfolios on a discretionary, core‑and‑satellite basis, combining strategic allocations with tactical adjustments and a multi‑year (5–7 year) market‑cycle perspective. Its stated process emphasizes long‑term holdings, avoidance of market timing, the use of cash as a strategic asset when appropriate, and the selective use of individual securities informed in part by CFRA’s Five STAR stock list. Several business practices distinguish the firm from many peers: as of January 15, 2026 it stopped taking new clients for its comprehensive wealth management and stand‑alone financial planning/coaching services while continuing those services for legacy clients under existing agreements. The firm also operates as a fee‑only adviser that discloses no outside compensation or soft‑dollar arrangements, does not aggregate client trades into block orders, does not vote client proxies, and states no account minimums for new engagements.

To learn more about the advisors currently working at Santa Monica Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.