Sasser Investment Management, Inc.
Sasser Investment Management, Inc. is an SEC-registered wealth manager in Berkeley, CA with $120.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Sasser Investment Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110886, SEC 801-121873, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $120.1M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Berkeley, CA
- Employees
- 3
- Clients
- 119
- CRD
- 110886
- Ownership
- SASSER, BRADLEY, DAVID; PONTES, STEVEN, MICHAEL; LONZO, THOMAS, JOSEPH
How much AUM does Sasser Investment Management, Inc. have?
Sasser Investment Management, Inc. reported $120.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Sasser Investment Management, Inc.?
Disclosed owners and executives of Sasser Investment Management, Inc. include SASSER, BRADLEY, DAVID, PONTES, STEVEN, MICHAEL, LONZO, THOMAS, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.