Santa Fe' Wealth Management

Santa Fe' Wealth Management (CRD# 140810) is a financial advisory firm headquartered in San Diego, CA. They manage $12,900,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Santa Fe' Wealth Management
Showing 1 - 1 of 1 top financial advisors.
Donald J. Haskell
CRD#: 239370
5755 Oberlin Drive, Suite 301, San Diego, CA 92121

Donald Haskell (CRD# 239370) is an Investment Advisor Representative working at Santa Fe' Wealth Management in San Diego, CA and has over 15 years of experience in the finance industry.

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