# Santara Wealth Management LLC

> Santara Wealth Management LLC is a state-registered investment advisory firm in San Diego, CA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 333780
- Filed as: SANTARA WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333780
- AdvisorCensus page: https://advisorcensus.com/firm/santara-wealth-management-llc-san-diego-ca-333780

## Quick answers

**How is Santara Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Santara Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Santara Wealth Management LLC located?**
Santara Wealth Management LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Santara Wealth Management LLC registered with the SEC or a state?**
Santara Wealth Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333780.

**How much does Santara Wealth Management LLC manage?**
Santara Wealth Management LLC reports $75,487,250 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Santara Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Santara Wealth Management LLC: Regulatory assets under management: $0 in the October 2025 data and $75,487,250 in the October 2026 data. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Santara Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (62); individuals (other than high net worth individuals) (20); corporations or other businesses not listed above (1).

**Does Santara Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333780

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $75,487,250
- Discretionary: $75,487,250
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $43,432,000 |
| High net worth individuals | 62 | $32,027,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $28,250 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- santarawealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | July 14, 2025 |
| October 2026 | $75,487,250 | 2 | September 14, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $75,487,250 in the October 2026 data.
Total employees: 2 in October 2025 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Santara Wealth Management LLC (CRD 333780): Form ADV filing data as of October 2026.