Financial advisers in Santa Cruz, CA
2 registered investment adviser firms in Santa Cruz managing $258M in assets, based on public SEC Form ADV filings.
Natural Bridges Financial Advisors
Santa Cruz, CA · Est. 2025
Regional
- AUM
- $156M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Wynn Capital Management, LLC
Santa Cruz, CA · Est. 2026
Local
- AUM
- $102M
- Per adviser
- $51M
- Advisers
- 2
No reported disclosures