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Santa Fe Wealth Management
SANTA FE' WEALTH MANAGEMENT is a state-registered investment adviser in SAN DIEGO, CA. It manages approximately $12 million in regulatory assets.
Overview
SANTA FE' WEALTH MANAGEMENT is a state-registered investment adviser in SAN DIEGO, CA. It manages approximately $12 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
San Diego
Corporate office
Santa Fe, NM, United States
Sector focus
Frequently asked questions
What is Santa Fe Wealth Management's regulatory status?
Santa Fe Wealth Management is registered as an investment advisor with the Securities and Exchange Commission (SEC). As an RIA, it is subject to fiduciary standards and periodic regulatory filings (per SEC public records).
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