SANTARA WEALTH MANAGEMENT LLC
CRD #333780 SEC #801-131914 SAN DIEGO, CA 619-836-9495
SEC Registered
Total AUM
$68.7M
Discretionary
$68.6M
Employees
2
Clients
0
Accounts
184
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $68.7M | $68.6M | $130K | 2 | 0 |
| Aug 2025 | $68.7M | $68.6M | $130K | 2 | 0 |
| Jul 2025 | $0 | $0 | $0 | 2 | 0 |
| Apr 2025 | $0 | $0 | $0 | 2 | 0 |
| Feb 2025 | $0 | $0 | $0 | 2 | 0 |
| Feb 2025 | $0 | $0 | $0 | 2 | 0 |
| Jan 2025 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$68.7M
Discretionary$68.6M
Non-Disc.$130K
Employees2
Clients0
DateAug 2025
Total AUM$68.7M
Discretionary$68.6M
Non-Disc.$130K
Employees2
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0