Overview
Assets Under Management: $69 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 36
Average Client Assets: $1.4 million
Frequently Asked Questions
SANTARA WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333780), SANTARA WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
SANTARA WEALTH MANAGEMENT LLC is headquartered in SAN DIEGO, CA.
SANTARA WEALTH MANAGEMENT LLC serves 36 high-net-worth clients according to their SEC filing dated August 28, 2025. View client details ↓
According to their SEC Form ADV, SANTARA WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SANTARA WEALTH MANAGEMENT LLC manages $69 million in client assets according to their SEC filing dated August 28, 2025.
According to their SEC Form ADV, SANTARA WEALTH MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.76%
Average Client Assets: $1.4 million
Total Client Accounts: 184
Discretionary Accounts: 181
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 333780
Filing ID: 2012873
Last Filing Date: 2025-08-28 15:38:00