RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JELLISON, MINDI, SUEICHIEF COMPLIANCE OFFICERNA
JELLISON, MINDI, SUEICHIEF COMPLIANCE OFFICERNA
JELLISON, MINDI, SUEICHIEF COMPLIANCE OFFICERNA
JELLISON, MINDI, SUEICHIEF COMPLIANCE OFFICERNA
JELLISON, MINDI, SUEICHIEF COMPLIANCE OFFICERNA
JELLISON, MINDI, SUEICHIEF COMPLIANCE OFFICERNA
JELLISON, MINDI, SUEICHIEF COMPLIANCE OFFICERNA
JELLISON, MINDI, SUEICHIEF COMPLIANCE OFFICERNA
VARMA, NISHA, SANDEEPICHIEF COMPLIANCE OFFICERNA
VARMA, NISHA, SANDEEPICHIEF COMPLIANCE OFFICERNA
VARMA, NISHA, SANDEEPICHIEF COMPLIANCE OFFICERNA
VARMA, SANDEEPIPRESIDENTE Control
VARMA, SANDEEPIPRESIDENTE Control
VARMA, SANDEEPIPRESIDENTE Control
VARMA, SANDEEPIPRESIDENTE Control
VARMA, SANDEEPIPRESIDENTE Control
VARMA, SANDEEPIPRESIDENTE Control
VARMA, SANDEEPIPRESIDENTE Control
VARMA, SANDEEPIPRESIDENTE Control
VARMA, SANDEEPIPRESIDENTE Control
VARMA, SANDEEPIPRESIDENTE Control
VARMA, SANDEEPIPRESIDENTE Control

Registrations

Federal

IA
Mar 14, 2025 REGISTERED

Notice Filings (3)

CA LA TX

Address

5435 OBERLIN DR.
SUITE 200
SAN DIEGO, CA 92121
United States
Phone: 858-643-5757