SANTA CRUZ WEALTH MANAGEMENT INC.

Overview

Santa Cruz Wealth Management Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm combines financial planning, portfolio management and insurance brokerage services, and lists a mix of fee arrangements including a percentage-of-AUM fee, hourly charges and fixed fees. Its advisory activities extend beyond discretionary portfolio management to selection of other advisers, pension consulting, publication of periodicals and delivery of educational seminars and workshops. The firm is identified as a capital allocator and is not positioned as an active ESG investor or a multi-state adviser.

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Public Holdings

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Location & Offices