SANDEEP VARMA WEALTH STRATEGIES, LLC
Legal name: ATS WEALTH MANAGEMENT
CRD #137705 SEC #801-119682 SAN DIEGO, CA 858-643-5757
SEC Registered
Total AUM
$292.3M
Discretionary
$292.3M
Employees
3
Clients
10
Accounts
1,047
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $292.3M | $292.3M | $0 | 3 | 0 |
| Mar 2024 | $235.6M | $235.6M | $0 | 5 | 0 |
| Mar 2023 | $193.2M | $193.2M | $0 | 10 | 0 |
| Mar 2022 | $186.9M | $186.9M | $0 | 3 | 0 |
| Nov 2021 | $132.6M | $132.6M | $0 | 8 | 0 |
| Mar 2021 | $132.6M | $132.6M | $0 | 8 | 0 |
| Mar 2021 | $132.6M | $132.6M | $0 | 8 | 0 |
| Nov 2020 | $121.7M | $121.7M | $0 | 8 | 0 |
| Oct 2020 | $121.7M | $121.7M | $0 | 8 | 0 |
| Sep 2020 | $121.7M | $121.7M | $0 | 7 | 0 |
DateMar 2025
Total AUM$292.3M
Discretionary$292.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$235.6M
Discretionary$235.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$193.2M
Discretionary$193.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees8
Clients0
DateNov 2020
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees8
Clients0
DateOct 2020
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees7
Clients0