SANTA FE' WEALTH MANAGEMENT

Overview

Santa Fe' Wealth Management is an independent, privately owned registered investment adviser operating as a corporation that focuses on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with the ability to select and work with outside managers. Its business activities extend into real estate and insurance brokerage, which align with its use of certain alternative investments and insurance products. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm reports that it is a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives