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SANTA FE' WEALTH MANAGEMENT, INC.

Advisory

SAN DIEGO, CA

Data as of Jun 2, 2026 · Source: SEC Form ADV

Rank in CA
#4,486
of 5,480 advisers by AUM
Average account
$2M
across 7 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM
$14M
Discretionary %
0%
Clients
7
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$0
Non-Discretionary AUM$14M
Discretionary %0%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ELDRIDGE STREET ASSET MANAGEMENT, LLC
$14M
MIS CAPITAL MANAGEMENT, LLC
VAN NUYS, CA
$14M
+0.4% 1Y
DETERMINED ADVISORS LLC
$14M
WAVEFRONT CAPITAL MANAGEMENT, LP
SAN FRANCISCO, CA
$14M
-26.5% 1Y
BRAVEN CAPITAL LLC
SAN FRANCISCO, CA
$14M
-45.0% 1Y
BRICKS & MORTAR CAPITAL, LLC
$14M

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