Updated:
Santa Fe Wealth Management
Santa Fe Wealth Management is a Santa Fe, NM-based RIA providing wealth management and multi-family office services to high-net-worth families.
Santa Fe Wealth Management
SANTA FE' WEALTH MANAGEMENT is an SEC-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
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Diego
Corporate office
Santa Fe, NM, United States
Sector focus
Frequently asked questions
How does Santa Fe Wealth Management structure its investment portfolios?
Santa Fe Wealth Management constructs customized portfolios for clients, typically blending domestic equities, fixed income, and select alternative investments. The firm emphasizes risk-adjusted returns and tax-efficient strategies, adapting allocations based on individual client goals and time horizons (per public record).
What types of clients does Santa Fe Wealth Management serve?
Santa Fe Wealth Management focuses on high-net-worth individuals, families, and trusts. The firm caters primarily to clients in the Santa Fe, New Mexico region, offering services tailored to multi-generational wealth preservation and transfer (per public record).
Does Santa Fe Wealth Management offer financial planning services beyond investment management?
Yes, the firm provides comprehensive financial planning, including estate planning, tax optimization, retirement planning, and philanthropic advisory. These services complement its investment management offering, positioning it as a multi-family office (per public record).
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).
What minimum investment does Santa Fe Wealth Management require?
Santa Fe Wealth Management does not publicly disclose a minimum account size. The firm is not believed to have a publicly stated minimum investment threshold (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: