$75.5M Total AUM
$75.5M Disc. AUM
-- 3Y CAGR
2 Employees
88 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-03-2025
- Office Locations
- 1
Office Locations
350 10th Avenue Suite 1000 SAN Diego CA
About Santara Wealth Management LLC
Santara Wealth Management LLC is a SAN Diego-based RIA. The firm has been operating for 1 years. Managing $75.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
37 AVG AGE
$37.7M AVG AUM / ADVISOR
$857.8K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
A
Alan Derek Grismore
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6568597
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
JOSHUA J KHOKHAR
--
- CRD
- #5507369
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,487,250 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,487,250 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing