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ATS WEALTH MANAGEMENT
5435 Oberlin Dr.
Suite 200
San Diego, California 92121
Tel: 858-643-5757
About ATS WEALTH MANAGEMENT
ATS WEALTH MANAGEMENT, formally registered with the SEC as ATS WEALTH MANAGEMENT. The firm was established in 10/23/2020. They have over 1 offices throughout the country.
ATS WEALTH MANAGEMENT is a San Diego, California based Financial Planning firm with nearly $235,620,000 assets under management, offering retirement planning & investment advisory services to 991 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137705 |
| SEC# | 801-119682 |
| Assets Managed by Firm | $235,620,000 |
| No. of Clients | 991 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 991 | $235,620,000 |
| Individuals (other than high net worth individuals) | 64 | $88,461,956 |
| High net worth individuals | 302 | $145,811,732 |
| Charitable organizations | 4 | $1,165,423 |
| Corporations or other businesses | 2 | $180,889 |
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