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ATS WEALTH MANAGEMENT
Legal name: SANDEEP VARMA WEALTH STRATEGIES, LLC
CRD 137705File 801-119682
APPROVED
Retail clients
Disclosure events
Filing as of Feb 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$383.6M
Below cohort median (national)
Discretionary AUM
$383.6M
Clients
471
1,229 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 23, 2020
- Principal office
- 5435 OBERLIN DR., SUITE 200, SAN DIEGO, CA, 92121
- Phone
- 858-643-5757
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $383.6M
- Discretionary AUM
- $383.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,229
- Non-discretionary accounts
- 0
- Total accounts
- 1,229
- AUM per client
- $814K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 238 | $39.6M |
| Individuals (other than high net worth individuals) | 233 | $344.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 3 | 6 | increased by3 |
| Mar 1, 2026 | Clients | 433 | 471 | increased by38 |
| Mar 1, 2026 | AUM | $292,284,540 | $383,571,666 | increased by$91,287,126 |
| Mar 1, 2026 | Accounts | 1,047 | 1,229 | increased by182 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 267 | 433 | increased by166 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $186,926,163 | $292,284,540 | increased by$105,358,377 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 539 | 1,047 | increased by508 |
| Apr 1, 2022 | Employees | 8 | 3 | decreased by5 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 207 | 267 | increased by60 |
| Apr 1, 2022 | AUM | $132,587,205 | $186,926,163 | increased by$54,338,958 |
| Apr 1, 2022 | Accounts | 445 | 539 | increased by94 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ATS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.