Santander
$699M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$455M
$698M
2024
2025
Same-firm comparison: 1 firms that reported Santander in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Turim 21 Investimentos Ltda | $698M | $7.2B | 9.6% | 03/30/2026 |
| Nuclo Wealth Llc | $1.0M | $294M | 0.3% | 03/27/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.