Overview
Assets Under Management: $71 million
High-Net-Worth Clients: 28
Average Client Assets: $2.0 million
Frequently Asked Questions
SIRIUS WEALTH MANAGEMENT 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 #147418), SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC is subject to fiduciary duty under federal law.
SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC serves 28 high-net-worth clients according to their SEC filing dated September 25, 2023. View client details ↓
According to their SEC Form ADV, SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC manages $71 million in client assets according to their SEC filing dated September 25, 2023.
According to their SEC Form ADV, SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.13%
Average Client Assets: $2.0 million
Total Client Accounts: 220
Discretionary Accounts: 220
Regulatory Filings
CRD Number: 147418
Filing ID: 1789465
Last Filing Date: 2023-09-25 12:52:00