# SANTARA WEALTH MANAGEMENT LLC

SANTARA WEALTH MANAGEMENT LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 333780
- Type: SEC-registered investment adviser
- SEC file number: 801-131914
- Location: 350 10TH AVENUE SUITE 1000, SAN DIEGO, CA, 92101
- Phone: 619-997-5368
- Latest filing: 2026-06-01
- Regulatory AUM: $75.5M
- Discretionary AUM: $75.5M
- Clients: 2
- Accounts: 226

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Alan Derek Grismore | CEO AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | — |
| Joshua J Khokhar | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333780/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333780/similar
- Related entities: https://search.stillhousedata.com/firm/333780/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333780

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.