Santara Wealth Management LLC

Santara Wealth Management provides advisory services to individuals (including high‑net‑worth clients), trusts, retirement plans, and business entities. The firm offers discretionary asset management and comprehensive portfolio management, as well as standalone financial planning and retirement plan consulting, and—like many peers—charges AUM‑based fees for ongoing portfolio management.

Portfolios are tailored to each client and are continuously monitored and rebalanced, using individual stocks, bonds, ETFs, mutual funds, options and alternative or private investments as appropriate; the firm says it employs a mix of fundamental, technical and quantitative analysis and adheres to duration targets for fixed‑income exposure. Santara may utilize third‑party sub‑advisers and TAMPs, and it also manages held‑away defined contribution participant accounts through a third‑party platform with discretionary rebalancing; the firm discloses the use of AI tools for administrative, research and drafting support but not for autonomous investment decision‑making.

Compared with many small adviser teams, Santara’s operating model includes a dual affiliated ownership structure (two wholly owned wealth entities holding ownership interests) and recently added coordinated tax preparation (via a third‑party provider) and estate‑planning facilitation (via third‑party platforms), retaining a portion of fees for those services and disclosing the resulting conflicts. The firm also charges a per‑account aggregation/reporting fee, provides retirement plan consulting under ERISA fiduciary designations, and documents use of higher‑complexity strategies (margin, options, short sales and private funds), which are notable distinctions for a two‑advisor practice.