AW
ATS WEALTH MANAGEMENT
SEC RegisteredSAN DIEGO, CAhttps://atswealthmanagement.com858-643-5757
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
1229
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInsurance Companies
Services
estate_planningwealth_management
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 233 | $344M |
| High Net Worth Individuals | 238 | $40M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Sandeep Varma
PRESIDENT
Office locations
1 office in 1 state
CA
SAN DIEGOHQ
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
CRD number
#137705
SEC Number
801-119682
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $50,000 (waivable)
| 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% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
atswealthmanagement.comPhone
858-643-5757Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ATS WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.