CRD: 140810
Santa Fe' Wealth Management
$13.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-31-2008
- Office Locations
- 1
Office Locations
5755 Oberlin Drive Suite 301 SAN Diego CA
About Santa Fe' Wealth Management
Santa Fe Wealth Management is a San Diego, CA advisory firm led by President/CEO Donald Haskell providing comprehensive wealth management, including investment and retirement planning, risk management, and estate conservation. The firm emphasizes goal-based financial roadmaps with ongoing advice as needs change. Public profile data indicates its managed accounts are implemented primarily with ETFs.
Team overview
-- AVG AGE
$13.8M AVG AUM / ADVISOR
$989.3K AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DONALD JORDAN HASKELL
Managing Director, President
- CRD
- #239370
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,850,000 | -- |
| Total | $13,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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