ATS WEALTH MANAGEMENT

RIASEC RegisteredEst. 2020

Total AUM

$384M

Discretionary

$384M

100% of AUM

Avg account

$312K

Accounts

1,229

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 137705
Registered since: October 23, 2020
Website: atswealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals89.68%
HNWI10.32%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

ATS Wealth Management is an independent registered investment advisor formed in 2020 and owned by an individual. The firm focuses on serving individual and family clients through financial planning, discretionary portfolio management for individuals and small businesses, and client education via publications and workshops. Fee arrangements include a percentage of assets under management, hourly billing, and fixed fees. Investment activity is equity‑centric: exchange‑traded equities make up the bulk of invested assets. The firm supplements core equity exposure with mutual funds and annuities and allocates to real estate through third‑party alternative managers. ATS is not an active ESG investor and is not registered as a multi‑state adviser.