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ATS WEALTH MANAGEMENT

SANDEEP VARMA WEALTH STRATEGIES, LLC

CRD 137705 · SEC 801-119682

Visit website

5435 OBERLIN DR., SUITE 200, SAN DIEGO, CA, 92121, United States

Phone

858-643-5757

Fax

858-643-5756

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$383.6M

Discretionary AUM

$383.6M

Team

6 total employees; 4 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals233$344.0M
High net worth individuals238$39.6M

States served

CA, LA, TX

All web addresses on file

Official SEC filing: View on IAPD