Sapphira Santibanez

DEL MAR WEALTH MANAGEMENT

DEL MAR, CA 92014

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CRD#: 6863017

Professional summary

Sapphira Santibanez, who also goes by Sapphira VIdaurri, is a registered financial advisor currently at DEL MAR WEALTH MANAGEMENT INC located in Del Mar, California.

Sapphira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sapphira has worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Sapphira Vidaurri

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sapphira Santibanez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 2, 2025 - Present

DEL MAR WEALTH MANAGEMENT INC

Office #1: 1110 Camino Del Mar Suite B, Del Mar, CA 92014

RIA

CRD#: 175022

DEL MAR, CA

Past

February 19, 2018 - May 29, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

CARLSBAD, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DEL MAR WEALTH MANAGEMENT INC

DEL MAR WEALTH MANAGEMENT | JACKSON WEALTH MANAGEMENT GROUP, INC. | JACKSON WEALTH MANAGEMENT GROUP | DEL MAR WEALTH MANAGEMENT INC

CRD#: 175022 / SEC#: 801-119990

RIA

Registered Investment Advisory firm - (12/17/2020 Approved)

California

Registered Investment Advisory firm - (1/20/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (5/2/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/11/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 5/29/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/17/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DEL MAR WEALTH MANAGEMENT INC

DEL MAR WEALTH MANAGEMENT | JACKSON WEALTH MANAGEMENT GROUP, INC. | JACKSON WEALTH MANAGEMENT GROUP | DEL MAR WEALTH MANAGEMENT INC

CRD#: 175022 / SEC#: 801-119990

RIA

Registered Investment Advisory firm - (12/17/2020 Approved)

California

Registered Investment Advisory firm - (1/20/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (5/2/2018 Terminated)

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Contact information

Main Address

1110 Camino Del Mar Suite B, Del Mar, CA 92014

Mailing Address

Phone number

(858) 480-3818

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEL MAR WEALTH MGMT - PART 2 DISCLOSURE BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	273
AUM (Assets Under Management)	$ 147,517,296

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sapphira Santibanez

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sapphira Santibanez's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEL MAR WEALTH MANAGEMENT INC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

DEL MAR WEALTH MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2025

SIE

Date: 5/29/2018

Series 6

Date: 2/17/2018

Current Firm

DEL MAR WEALTH MANAGEMENT INC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEL MAR WEALTH MANAGEMENT INC

TRUST BUT VERIFY

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