Santara Wealth Management LLC
CRD 333780SEC# 801-131914San Diego, CA
No longer SEC-registered. Santara Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$68.7M
Employees
2
Accounts
184
Location
San Diego, CA
Santara Wealth Management LLC assets under management
Santara Wealth Management LLC is an SEC-registered investment adviser based in San Diego, CA. It reports $68.7 million in regulatory assets under management and employs 2 people.
Santara Wealth Management LLC owners & executives
5 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Santara Wealth Management LLC manage?
Santara Wealth Management LLC reports $68.7 million in regulatory assets under management on its Form ADV.
How many employees does Santara Wealth Management LLC have?
Santara Wealth Management LLC reports 2 employees.
Where is Santara Wealth Management LLC located?
Santara Wealth Management LLC is based in San Diego, CA.
Does Santara Wealth Management LLC disclose fund performance?
Santara Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 350 10th Avenue Suite 1000, San Diego, CA 92101 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$68.7MNo change
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$68.7Mregulatory AUM
Discretionary $68.6MNon-discretionary $130K