Santa Monica, CA Office
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Scope Wealth Management
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About
Scope Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, businesses, trusts, and estates using separately managed accounts. The firm primarily serves non‑high‑net‑worth individual clients rather than focusing on wealthy households.
Investment portfolios are built with a core‑satellite approach that pairs low‑cost passive core holdings with concentrated, proprietary satellite positions developed through fundamental, value‑oriented analysis. For suitable clients the adviser may employ derivatives and equity options strategies — including margin‑enabled and short‑term option trades within separately managed accounts — which is uncommon among peers and brings additional leverage and liquidity considerations.
Distinctive features include the firm’s use of proprietary satellite portfolios provided to investment clients at no separate charge and its willingness to implement active option and leverage strategies inside SMAs. The brochure also discloses that certain firm principals have outside real estate employment or contractor roles, a factor that can affect advisor availability and presents disclosed potential conflicts of interest.
Based on Scope Wealth Management
Expertise
Based on Scope Wealth Management
Location
Santa Monica CA
Advisors at this office
1
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