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Providence Wealth Management

Holding CompanySantara Wealth Management LLC

About Providence Wealth Management

Providence Wealth Management 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 Providence Wealth Management work?

Providence Wealth Management is listed as Holding Company at Santara Wealth Management LLC on SEC Form ADV.

How much of Santara Wealth Management LLC does Providence Wealth Management own?

Form ADV reports a beneficial ownership band of 50-75%.

Santara Wealth Management LLC

TitleHolding Company
Ownership50-75%
Control personYes
Since2025