ATS WEALTH MANAGEMENT
SEC RegisteredAbout the firm
ATS Wealth Management is an independent financial planning firm that has been providing advanced asset management and estate planning strategies for over three decades. Since 1989, their goal has been comprehensive financial planning, client education, and informed decision making. They offer wealth management services in San Diego with a personalized, holistic approach and fiduciary responsibility.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management, estate planning, financial planning, investment services, and retirement services. The firm offers personalized portfolio management, tax-advantaged investment strategies, portfolio diversification, and custodial services through Charles Schwab.
Who they serve
Families and individuals seeking stability in their financial future, including those with estate planning needs and retirement goals.
| 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
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| 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
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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