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SANTA FE ADVISORS LLC

SANTA FE, NM · CRD 170872 · IAPD ↗ · santafeadvisorsllc.com · 505-501-6200

$116.1MRegulatory AUM
4Advisory reps
5Employees
2Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — SANTA FE ADVISORS LLC reported RAUM down 35% ($177.5M -> $116.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2024 — SANTA FE ADVISORS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.