Sst Benefits Consulting
Sst Benefits Consulting is an SEC-registered ria in Aliso Viejo, CA with $524.1M assets under management (AUM, regulatory AUM), +87% over one year. See who owns Sst Benefits Consulting: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288129, SEC 801-110377, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $524.1M (2026-03-25)
- Firm type
- Ria
- Location
- Aliso Viejo, CA
- Employees
- 3
- Clients
- 5
- CRD
- 288129
- Ownership
- DELLAVEDOVA, NICHOLAS, DOMINIC; CHAPMAN, JAMI, ANN; LEE, VERONICA, DIANE; SHAPIRO, JOEL, BARRY; O'MALLEY, EDWARD, GEORGE
How much AUM does Sst Benefits Consulting have?
Sst Benefits Consulting reported $524.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Sst Benefits Consulting?
Disclosed owners and executives of Sst Benefits Consulting include DELLAVEDOVA, NICHOLAS, DOMINIC, CHAPMAN, JAMI, ANN, LEE, VERONICA, DIANE, SHAPIRO, JOEL, BARRY, O'MALLEY, EDWARD, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.