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Santara Wealth Management

EST. AUM
$75,487,250

CONTACTS
2

CLIENT ACCOUNTS
226

Firm Details

Metro area San Diego
CRD Number 333780
Website santarawealth.com
Client types

Overview

Santara Wealth Management LLC is a California-based investment advisory firm established in 2024. Formed as a limited liability company, the firm is jointly owned by Alta Private Wealth (wholly owned by Alan Grismore) and Providence Wealth Management (wholly owned by Joshua Khokhar), each holding a 50% stake. As a fiduciary, Santara Wealth Management is committed to acting in the best interests of its clients by providing personalized investment advisory and financial planning services. The firm offers a service-oriented approach with a strong emphasis on open communication, individualized strategy development, and education to help clients navigate their financial journeys effectively.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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