S
CRD: 332016
Southern California Wealth Management Associates
(818) 469-3521
$34.0M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
3 Employees
115 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-22-2024
- Office Locations
- 2
Office Locations
22713 Ventura Blvd Woodland Hills CA
655 Deep Valley Dr. Suite 125b Rolling Hills Estates CA
About Southern California Wealth Management Associates
Southern California Wealth Management Associates is a Rolling Hills Estates-based RIA with 2 offices. The firm has been operating for 1 years. Managing $34.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
57 AVG AGE
$11.3M AVG AUM / ADVISOR
$295.7K AVG AUM / CLIENT
1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Terry Tin Sing Tang
Chief Compliance Officer, Managing Member
- CRD
- #2625824
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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H
Helen Hsi-Shan Lin
--
- CRD
- #4556198
Available
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S
SCOTT MICHAEL OZER
Investment Adviser Representative
- CRD
- #1009252
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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