Overview
Assets Under Management: $236 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 121
Average Client Assets: $2 million
Frequently Asked Questions
SANDEEP VARMA WEALTH STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137705), SANDEEP VARMA WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
SANDEEP VARMA WEALTH STRATEGIES, LLC is headquartered in SAN DIEGO, CA.
SANDEEP VARMA WEALTH STRATEGIES, LLC serves 121 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, SANDEEP VARMA WEALTH STRATEGIES, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
SANDEEP VARMA WEALTH STRATEGIES, LLC manages $236 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, SANDEEP VARMA WEALTH STRATEGIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 991
Discretionary Accounts: 991
Regulatory Filings
CRD Number: 137705
Last Filing Date: 2024-03-27 00:00:00
Website: https://atsfinancial.com