Santa Cruz Wealth Management Inc.

Santa Cruz Wealth Management Inc. (CRD# 325737) is a financial advisory firm headquartered in Westlake Village, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details

30721 Russell Ranch Road, Suite 140, Westlake Village, CA 91362

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
Average Account Value

$0

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)
Publication of periodicals or newsletters
Educational seminars/workshops
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Santa Cruz Wealth Management Inc.

Showing 1 - 1 of 1 top financial advisors.

Thomas Krueger

CRD#: 2899998

30721 Russell Ranch Road, Suite 140, Westlake Village, CA 91362

Thomas Krueger (CRD# 2899998) is an Investment Advisor Representative working at Santa Cruz Wealth Management Inc. in Westlake Village, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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