Santara Wealth Management LLC

Overview

Santara Wealth Management LLC is an independent registered investment adviser organized as an LLC. It reports SEC registration in 2025 and serves both individual/family and institutional clients. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee arrangements. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Santara is not identified as a capital allocator and does not report active ESG investing.

Assets & Accounts

Public Holdings

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Location & Offices