This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$68.7MItem 5.F on the latest filing (2025-08-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$68.6M

Private client RAUM

$68.7MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$34.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

184

Individual clients

46

High net worth clients

36

SEC number

801-131914

CRD

333780

Filings on the tape

4

First filed

Feb 4, 2025

Latest filed

Aug 28, 2025

Organised

Limited Liability Company, CA

Website

santarawealth.com

• Occurred

  Feb 3, 2025
  Team lift-out

  2 advisors left Axxcess Wealth Management, LLC (San Diego, CA) for Santara Wealth Management LLC within 4 days

  Form ADVobserved 4 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2f42c2e5-a51a-315a-fd03-7db82f2d2445

First observed

Feb 4, 2025

Last observed

Aug 28, 2025 12 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.