Home
Financial Advisor
California
Santa Monica
UPFRONT VENTURES

UPFRONT VENTURES

Tel: 310-785-5100 1314 7th Street, Suite 600 Santa Monica, California 90401

About UPFRONT VENTURES

UPFRONT VENTURES is a Santa Monica, California based financial advisory firm with nearly $2,730,878,900 in assets under management and provides investment advisory services for 20 clients. There are currently 30 financial advisors at the firm.

General Information
Firm CRD#:

175144

Firm SEC#:

801-122759

Assets Under Management:

$2,730,878,900

No. of Clients:

20

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Santa Monica

FirmCRD#:137432
SEC#:801-66786
No. of Advisors:562
No. of Clients:220
AUM:$208,753,633,756
FirmCRD#:6210
SEC#:801-36233
No. of Advisors:298
No. of Clients:373588
AUM:$94,873,146,068
FirmCRD#:157920
SEC#:801-73993
No. of Advisors:114
No. of Clients:105
AUM:$62,975,073,042
FirmCRD#:148885
SEC#:801-69765
No. of Advisors:157
No. of Clients:77
AUM:$18,000,501,379
FirmCRD#:315416
SEC#:801-121767
No. of Advisors:45
No. of Clients:48
AUM:$11,449,728,000
FirmCRD#:304917
SEC#:801-117132
No. of Advisors:160
No. of Clients:12
AUM:$9,375,918,430
FirmCRD#:305170
SEC#:801-117239
No. of Advisors:26
No. of Clients:116
AUM:$8,117,604,543
FirmCRD#:110213
SEC#:801-60042
No. of Advisors:33
No. of Clients:60
AUM:$6,415,145,168
FirmCRD#:166119
SEC#:801-77827
No. of Advisors:20
No. of Clients:5
AUM:$6,140,473,801
FirmCRD#:113203
SEC#:801-60384
No. of Advisors:20
No. of Clients:30
AUM:$6,087,355,192
FirmCRD#:145634
SEC#:801-68554
No. of Advisors:62
No. of Clients:380
AUM:$4,723,917,721
FirmCRD#:128590
SEC#:801-62557
No. of Advisors:71
No. of Clients:5804
AUM:$3,137,060,878
FirmCRD#:165980
SEC#:801-118356
No. of Advisors:30
No. of Clients:10
AUM:$2,827,208,058
FirmCRD#:153649
SEC#:801-79339
No. of Advisors:48
No. of Clients:17360
AUM:$2,593,632,962

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.