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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-08-2008
- Office Locations
- 1
Office Locations
About Sirius Wealth Management Strategies, LLC
Sirius Wealth Management Strategies, LLC is a Magnolia, TX boutique RIA providing investment management alongside financial, tax, and legacy planning for retail clients, with a focus on business owners and entrepreneurs. Portfolios emphasize ETFs and diversified fixed income, with access to alternative strategies where appropriate. Client accounts are custodied at firms including Charles Schwab. The firm states it does not sell client information.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATTHEW ROBERT VORST
Chief Compliance Officer, Managing Member, WEALTH ADVISOR
- CRD
- #4504744
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,055,704 | $324,848 |
| Non-Discretionary | $0 | -- |
| Total | $106,055,704 | $324,848 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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