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ATS Wealth Management

EST. AUM
$383,571,666

CONTACTS

CLIENT ACCOUNTS
1,229

Firm Details

Metro area San Diego
CRD Number 137705
Website atswealthmanagement.com
Client types

Overview

ATS Wealth Management is a San Diego-based investment management firm founded in 2008 by Sandeep Varma. The firm provides comprehensive financial planning and discretionary asset management services, primarily catering to high-net-worth individuals. ATS Wealth Management employs a disciplined approach across five distinct model portfolios ranging from Conservative to Aggressive Growth. The firm is characterized by its integration of tax-efficient gifting strategies and insurance analysis within a broader holistic wealth management framework.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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