Sandeep Varma
Wealth Strategist at ATS WEALTH MANAGEMENT
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sandeep Varma has worked in the securities industry since 1990. They have passed the Series 63, 7, and 3 examinations. They are registered to provide investment advisory services in California and Louisiana.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 1.45% |
| $250,000 - $500,000 | 1.40% |
| $500,001 - $750,000 | 1.35% |
| $750,001 - $1,000,000 | 1.30% |
| $1,000,001 - $1,500,000 | 1.25% |
| $1,500,001 - $2,000,000 | 1.15% |
| $2,000,001 - $4,000,000 | 1.00% |
| $4,000,001 - $6,000,000 | 0.85% |
| $6,000,001 - $10,000,000 | 0.70% |
| $10,000,001 and Above | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
ATS Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at ATS WEALTH MANAGEMENT
2 other advisors in the directory
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