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Alan Derek Grismore

Chief Compliance Officer And Chief Executive OfficerSantara Wealth Management LLCCRD 6568597

About Alan Derek Grismore

Alan Derek Grismore is listed as Chief Compliance Officer And Chief Executive Officer at Santara Wealth Management LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%. Alan Derek Grismore is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Santara Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Alan Derek Grismore work?

Alan Derek Grismore is listed as Chief Compliance Officer And Chief Executive Officer at Santara Wealth Management LLC on SEC Form ADV.

How much of Santara Wealth Management LLC does Alan Derek Grismore own?

Form ADV reports a beneficial ownership band of Under 5%.

Santara Wealth Management LLC

TitleChief Compliance Officer And Chief Executive Officer
OwnershipUnder 5%
Control personYes
Since2025
View Santara Wealth Management LLC →

Santara Wealth Management LLC

TitleCeo And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2022
View Santara Wealth Management LLC →