Be advised. This firm is no longer registered.

Santa Fe Wealth Management

Santa Fe Wealth Management (CRD# 164309) is a financial advisory firm headquartered in Santa Fe, NM. They manage $1,389,736 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
741 Camino Mirada, Santa Fe, NM 87505
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $138,974
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Santa Fe Wealth Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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