SANTA FE' WEALTH MANAGEMENT

SANTA FE' WEALTH MANAGEMENT of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 140810). Regulatory assets under management: $13.8M.

Registration

• CRD: 140810
• Type: Registered investment adviser
• Location: 5755 OBERLIN DRIVE, SAN DIEGO, CA, 92121
• Phone: 619-977-5223
• Latest filing: 2026-06-02
• Regulatory AUM: $13.8M
• Non-discretionary AUM: $13.8M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140810 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search