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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- WaveTimber insight +more
- Established Date
- 12-20-2011
- Office Locations
- 1
Office Locations
About ATS Wealth Management
ATS Wealth Management is an independent, San Diego-based advisory firm providing fiduciary, holistic wealth management for families, retirees and entrepreneurs. Services span portfolio/asset management, retirement planning, and coordination around estate and tax considerations. The firm builds diversified portfolios (often ETF-based) and has operated since 1989; primary custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Sandeep Varma
Financial Advisor, General Partner, President
- CRD
- #1926613
- Ownership
- 75% or more
Nisha Sandeep Varma
Chief Compliance Officer, Operations Manager
- CRD
- #2478721
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Steven Musser
Financial Advisor, General Partner
- CRD
- #2152088
Phylip Charles Simmons
--
- CRD
- #5950595
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $383,571,666 | $312,101 |
| Non-Discretionary | $0 | -- |
| Total | $383,571,666 | $312,101 |
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Separately Managed Accounts
Total SMA Asset: $383,571,666
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,032,916,166 | 45.2% |
| Public Funds | $634,161,901 | 14.1% |
| Cash | $1,830,524,070 | 40.7% |
| Total | $4,497,602,137 | 100.0% |