Santa Fe' Wealth Management, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 140810
· San Diego, CA
· WWW.SANTAFEWEALTH.COM
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ADV data as of Jun 02, 2026
- Regulatory AUM
- $13.9M
- Discretionary
- $0
- Clients
- 7
- Avg AUM / client
- $2.0M
- Accounts
- 7
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $850K | 6.14% |
| High net worth individuals | Fewer than 5 clients | $9.0M | 65.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.0M | 28.9% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Jordan Haskell | Registered representative | Chartered Financial Consultant | Oct 2008 (18y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗