← Back to searchVisit website
SANTA FE' WEALTH MANAGEMENT
SANTA FE' WEALTH MANAGEMENT, INC.
CRD 140810
5755 OBERLIN DRIVE, SUITE 301, SAN DIEGO, CA, 92121, United States
Phone
619-977-5223
Fax
858-252-7010
Registration
— (—)
Source
State registered
Total AUM
$13.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $850K |
All web addresses on file
Official SEC filing: View on IAPD