# Santa Fe Wealth Management

Santa Fe Wealth Management is a Multi Family Office based in San Diego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** Santa Fe, NM, United States
- **Assets under management:** Undisclosed
- **Website:** santafewealthmanagement.com

## Regulatory record

- **CRD number:** 140810
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140810

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Investment Advisory

## 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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Last updated: 2026-07-06T01:24:25.008Z

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