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Building 2SANTARA WEALTH MANAGEMENT LLC

Map pinSAN DIEGO, CA
Phone619-836-9495
NotebookSEC #801-131914
Total AUM
$68.7M
Employees
2
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 10TH AVENUE SUITE 1000
SAN DIEGO
CA 92101
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
619-836-9495

ReceiptFinancials

Total AUM
$68.7M
Accounts
184
Discretionary
$68.6M
Accounts
181
Non-Discretionary
$130K
Accounts
3

ContactClients

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Individual Clients
46
AUM
$16.6M
HNW Individual Clients
36
AUM
$52M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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