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
| Title | Chief Compliance Officer And Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Santara Wealth Management LLC
| Title | Ceo And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |