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SANTARA WEALTH MANAGEMENT LLC
CRD 333780 · SEC 801-131914
350 10TH AVENUE SUITE 1000, SAN DIEGO, CA, 92101, United States
Phone
619-997-5368
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.5M
Discretionary AUM
$75.5M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $43.4M |
| High net worth individuals | 62 | $32.0M |
| Corporations/business entities | 1 | $28K |
All web addresses on file
Official SEC filing: View on IAPD