Alta Private Wealth is listed as Holding Company at Santara Wealth Management LLC in San Diego, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Santara Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alta Private Wealth work?
Alta Private Wealth is listed as Holding Company at Santara Wealth Management LLC on SEC Form ADV.
How much of Santara Wealth Management LLC does Alta Private Wealth own?
Form ADV reports a beneficial ownership band of 50-75%.