Wealth manager, independent · SAN Diego, CA
ATS Wealth Management
Sandeep Varma Wealth Strategies, LLC · SEC-registered investment adviser · CRD 137705 · SEC 801-119682
At a glance
ATS Wealth Management is an SEC-registered investment adviser based in SAN Diego, California, with $384 million in regulatory assets under management as of its Form ADV filed February 24, 2026. Its largest client group by assets is individuals, and it reports 471 individual clients. By Form ADV it is a wealth manager, ranked 3,635th of 8,915 wealth managers and 9,000th of 17,210 SEC-registered advisers by assets.
Main office 858-643-5757atswealthmanagement.comAs filed on Form ADV
- Regulatory AUM
- $384M
- Rank among wealth managers
- #3,635 of 8,915
- Rank among all SEC RIAs
- #9,000 of 17,210
- Rank in California
- #1,044 of 1,873
- Individual clients
- 471
- High-net-worth clients
- 238
- Accounts
- 1,229
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Sandeep VarmaPresident
- Nisha S. VarmaChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
ATS Wealth Management is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 233 | $344M | 90% |
| High-net-worth individuals | 238 | $40M | 10% |
Disciplinary disclosures
ATS Wealth Management answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗atswealthmanagement.com ↗
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The full record on ATS Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 6,125 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does ATS Wealth Management manage?
ATS Wealth Management reports $384 million in regulatory assets under management across 1,229 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 24, 2026.
What kind of firm is ATS Wealth Management?
ATS Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are ATS Wealth Management’s clients?
By assets, its largest client types are individuals ($344 million, 233 clients); high-net-worth individuals ($40 million, 238 clients).
Does ATS Wealth Management have any disciplinary history?
ATS Wealth Management answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is ATS Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →