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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-28-2018
- Office Locations
- 1
Office Locations
About Santa Monica Wealth Management, LLC
Santa Monica Wealth Management is a fee-only, fiduciary wealth management firm providing comprehensive financial planning and ongoing investment management. Their life-centered “Return on Life” approach emphasizes coaching-style guidance—especially for millennials/young professionals—alongside disciplined, risk-aware portfolio construction using diversified asset classes (including ETFs). A notable alignment feature: they waive their monthly management fee in months when an account’s value falls below the prior month-end.
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Owner & Executives
SAM FATHY GHALY
Chief Compliance Officer, Founder, Owner, Portfolio Manager
- CRD
- #5782637
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,588,229 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,588,229 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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