SANTARA WEALTH MANAGEMENT LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 333780). Regulatory assets under management: $75.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Alan Derek Grismore | CEO AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | — |
| Joshua J Khokhar | PRESIDENT | — |