RIA Intel›Advisers›Texas›SANTA MONICA WEALTH MANAGEMENT, LLC

SANTA MONICA WEALTH MANAGEMENT, LLC

Advisory

Data as of May 15, 2026 · Source: SEC Form ADV

Rank in TX

#2,063

of 2,813 advisers by AUM

Average account

$373K

across 66 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed May 15, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

36 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

OUTLIER FINANCIAL PARTNERS, LLC

SAN ANGELO, TX

$25M

NXT:GEN FINANCIAL PLANNING LLC

$25M

JHM ASSET MANAGEMENT, LLC

$25M

DURABLE DIVIDEND GROWTH STRATEGIES, L.P.

KEMAH, TX

$25M

CST FINANCIAL ADVISORY LLC

$25M

XPONIFY, INC.

$24M

Get the full picture on SANTA MONICA WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SANTA MONICA WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans