Santara Wealth Management Email Formats

Financial Services • San Diego, California, United States • 1-10 Employees

Santara Wealth Management Email Formats

Santara Wealth Management uses 1 email format. The most common is {first name} (e.g., john@santarawealth.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@santarawealth.com	100%

Key Contact at Santara Wealth Management

Alan Grismore

Chief Executive Officer

Company overview

Headquarters	350 10th Avenue, Suite 1000, San Diego, CA 92101, US
Website	santarawealth.com
NAICS	52
Founded	2025
Employees	1-10

About Santara Wealth Management

We lead a forward-thinking, advisor-centric firm committed to empowering independent financial professionals with the tools, technology, and support they need to grow their practices and serve clients at the highest level. Our platform offers comprehensive solutions in compliance, portfolio management, financial planning, marketing, and back-office operations—allowing advisors to maintain their independence while scaling with confidence.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Santara Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Santara Wealth Management has never raised funding before.

Frequently asked questions

Santara Wealth Management is located in San Diego, California, US.

Santara Wealth Management was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Santara Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Santara Wealth Management

Alan Grismore

Chief Executive Officer

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