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Sandeep Varma Wealth Strategies, LLC

● SEC registered since 2020CRD 137705SEC# 801-119682San Diego, CA
Export (members)
Reg. AUM
$292.3M
Employees
3
Accounts
1,047
Location
San Diego, CA

Sandeep Varma Wealth Strategies, LLC assets under management

Sandeep Varma Wealth Strategies, LLC is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2020. It reports $292.3 million in regulatory assets under management and employs 3 people.
www.atswealthmanagement.comView on SEC.gov ↗

Sandeep Varma Wealth Strategies, LLC owners & executives

2 reported
NameTitleOwnershipSince
Nisha Sandeep VarmaChief Compliance OfficerUnder 5%2022
Sandeep Varma ControlPresidentOver 75%1996

Frequently asked questions

How much does Sandeep Varma Wealth Strategies, LLC manage?

Sandeep Varma Wealth Strategies, LLC reports $292.3 million in regulatory assets under management on its Form ADV.

How many employees does Sandeep Varma Wealth Strategies, LLC have?

Sandeep Varma Wealth Strategies, LLC reports 3 employees.

Where is Sandeep Varma Wealth Strategies, LLC located?

Sandeep Varma Wealth Strategies, LLC is based in San Diego, CA and has been SEC-registered since 2020.

Does Sandeep Varma Wealth Strategies, LLC disclose fund performance?

Sandeep Varma Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5435 Oberlin Dr., Suite 200, San Diego, CA 92121
Phone858-643-5757
Fax858-643-5756
Office hours8:00 a.m. - 5:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$292.3M
Non-discretionary$0
Total (RAUM)$292.3M