Ats Wealth Management
Ats Wealth Management is an SEC-registered mass-market adviser in San Diego, CA with $383.6M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Ats Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137705, SEC 801-119682, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $383.6M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 6
- Clients
- 471
- CRD
- 137705
- Ownership
- VARMA, SANDEEP; JELLISON, MINDI, SUE; VARMA, NISHA, SANDEEP
How much AUM does Ats Wealth Management have?
Ats Wealth Management reported $383.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Ats Wealth Management?
Disclosed owners and executives of Ats Wealth Management include VARMA, SANDEEP, JELLISON, MINDI, SUE, VARMA, NISHA, SANDEEP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.