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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Grismore, Alan, Derek | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| Grismore, Alan, Derek | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| Grismore, Alan, Derek | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| Grismore, Alan, Derek | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| Grismore, Alan, Derek | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| Grismore, Alan, Derek | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| Grismore, Alan, Derek | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| ALTA PRIVATE WEALTH | DE | HOLDING COMPANY | D | Control |
| ALTA PRIVATE WEALTH | DE | HOLDING COMPANY | D | Control |
| ALTA PRIVATE WEALTH | DE | HOLDING COMPANY | D | Control |
| ALTA PRIVATE WEALTH | DE | HOLDING COMPANY | D | Control |
| ALTA PRIVATE WEALTH | DE | HOLDING COMPANY | D | Control |
| ALTA PRIVATE WEALTH | DE | HOLDING COMPANY | D | Control |
| ALTA PRIVATE WEALTH | DE | HOLDING COMPANY | D | Control |
| Grismore, Alan, Derek | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | D | Control |
| KHOKHAR, JOSHUA, J | I | PRESIDENT | D | Control |
| PROVIDENCE WEALTH MANAGEMENT | DE | HOLDING COMPANY | D | Control |
| PROVIDENCE WEALTH MANAGEMENT | DE | HOLDING COMPANY | D | Control |
| PROVIDENCE WEALTH MANAGEMENT | DE | HOLDING COMPANY | D | Control |
| PROVIDENCE WEALTH MANAGEMENT | DE | HOLDING COMPANY | D | Control |
| PROVIDENCE WEALTH MANAGEMENT | DE | HOLDING COMPANY | D | Control |
| PROVIDENCE WEALTH MANAGEMENT | DE | HOLDING COMPANY | D | Control |
| PROVIDENCE WEALTH MANAGEMENT | DE | HOLDING COMPANY | D | Control |
Registrations
Federal
IA
Aug 18, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
350 10TH AVENUE SUITE 1000SAN DIEGO, CA 92101
United States
Phone: 619-836-9495