| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Derek Grismore Control | Chief Compliance Officer And Chief Executive Officer | Under 5% | 2025 |
| Alta Private Wealth Control | Holding Company | 50-75% | 2025 |
| Providence Wealth Management Control | Holding Company | 50-75% | 2025 |
Santara Wealth Management LLC reports $68.7 million in regulatory assets under management on its Form ADV.
Santara Wealth Management LLC reports 2 employees.
Santara Wealth Management LLC is based in San Diego, CA.
Santara Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 350 10th Avenue Suite 1000, San Diego, CA 92101 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $68.6M |
| Non-discretionary | $130K |
| Total (RAUM) | $68.7M |