SANTARA WEALTH MANAGEMENT LLC

Overview

Santara Wealth Management LLC is an independent registered investment adviser that provides financial planning and portfolio management to individuals, families, small businesses and institutional clients. Its advisory services, as reported on filings, include financial planning, discretionary portfolio management for private clients and for business or institutional accounts, and pension consulting services. Fee arrangements are a mix of asset‑based fees, hourly charges and fixed fees. The firm indicates it is not an active ESG investor and does not operate as a capital allocator; alternative exposure is achieved through third‑party managers rather than internally managed funds. Santara was registered with the SEC in 2025 and is organized as a limited liability company with a domestic/individual ownership structure. The firm reports operating across a single state rather than as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives