Sirius Wealth Management Strategies, LLC
Sirius Wealth Management Strategies, LLC is an SEC-registered wealth manager with $71.5M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Sirius Wealth Management Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147418, data through 2023-09-25.
- AUM (assets under management / regulatory AUM)
- $71.5M (2023-09-25)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 54
- CRD
- 147418
- Ownership
- ATKINSON, ANNE, WAKEFIELD; CHAMBERS, RICHARD, CRAFTON; VORST, MATT, ROBERT
How much AUM does Sirius Wealth Management Strategies, LLC have?
Sirius Wealth Management Strategies, LLC reported $71.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-09-25).
Who owns Sirius Wealth Management Strategies, LLC?
Disclosed owners and executives of Sirius Wealth Management Strategies, LLC include ATKINSON, ANNE, WAKEFIELD, CHAMBERS, RICHARD, CRAFTON, VORST, MATT, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.