ATS Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and discretionary asset management to individuals and high‑net‑worth clients, as well as charitable organizations, trusts and businesses. As of December 2025 it reported about $383.6 million in assets under management across 471 client relationships and operates with a three‑advisor team.
ATSWM implements model portfolios (aggressive growth through conservative) that typically include stocks, mutual funds, ETFs, fixed income and, when appropriate, options and margin, and it uses unaffiliated third‑party advisers and sub‑advisers to design and monitor those models. Management is generally discretionary, portfolios are rebalanced following client meetings or cash flows, and the firm also offers variable annuity sub‑account management and non‑managed “courtesy” accounts for reporting purposes.
The brochure highlights several features that are uncommon for similarly sized supported firms: the firm’s publishing activity (newsletters, magazines and books produced through an affiliated publishing entity that accepts advertising) and periodic public educational seminars and workshops offered at no charge. It also documents formal affiliations with an external broker‑dealer/branch dba and the use of representatives who serve as registered representatives, IARs and insurance agents — relationships that create potential conflicts of interest the firm addresses through disclosures, a Code of Ethics and specific procedures (including a 12‑month waiver of management fees on newly sold annuities), and the combination of nearly 500 clients and $383M AUM on a three‑advisor platform is a relatively high client load for a small advisory team.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning services generally minimum $500, may be waived or altered
$0 - $250,000: 1.45% $250,000 - $500,000: 1.40% $500,001 - $750,000: 1.35% $750,001 - $1,000,000: 1.30% $1,000,001 - $1,500,000: 1.25% $1,500,001 - $2,000,000: 1.15% $2,000,001 - $4,000,000: 1.00% $4,000,001 - $6,000,000: 0.85% $6,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50% (Negotiable)
Commission on insurance and brokerage products sold through representatives as licensed agents and registered representatives
Typically between $250 and $450 per hour for financial planning services, negotiable
Account minimum: $50,000 Minimum fee: Minimum fixed fee of $500 for financial planning services, may be waived or altered
Main office
5435 Oberlin Dr., Suite 200
San Diego CA 92121
Advisors at this office
3
Most active in
California · Louisiana · Texas
Also doing business as
Advanced Trustee Strategies · Ats Advanced Trustee Strategies · Ats Wealth Management · Sandeep Varma Wealth Strategies · Sandeep Varma Wealth Strategies, LLC · Varma, Sandeep
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Sandeep V
Series 63
San Diego, CA
ATS Wealth Management
Sandeep Varma is a financial advisor at ATS Wealth Management with 36 years of industry experience. He holds the Series 63 designation and has worked with firms including Simplicity Wealth, Cetera, and Avantax, among others. In addition to his advisory work, Varma has been involved in public speaking for over 26 years. ATS Wealth Management provides financial planning and discretionary asset management to individuals, high-net-worth clients, charitable organizations, trusts, and businesses. The firm manages approximately $383.6 million in assets across nearly 500 client relationships and offers model portfolios ranging from aggressive growth to conservative strategies, incorporating various investment vehicles and third-party sub-advisers.
Steven M
Series 63, Series 65
San Diego, CA
ATS Wealth Management
Steven Musser is a financial advisor with ATS Wealth Management in San Diego, CA, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes roles at Avantax Advisory Services, Cetera Wealth Services, and Fsc Securities Corp, among others. Musser has been affiliated with ATS Wealth Management in various capacities since 2008. He is also an independent insurance agent. ATS Wealth Management serves individuals, high-net-worth clients, charitable organizations, trusts, and businesses by providing financial planning and discretionary asset management. The firm manages approximately $383.6 million in assets across 471 client relationships, using model portfolios and third-party sub-advisers, and offers public educational seminars along with a publishing entity producing newsletters and books.
Phylip S
Series 66
San Diego, CA
ATS Wealth Management
Phylip Simmons is a financial advisor at ATS Wealth Management in San Diego, CA, with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill Lynch, Bank of America, and Avantax Advisory Services. Simmons is also involved with ATS Financial, a related financial and insurance business. ATS Wealth Management provides financial planning and discretionary asset management to individuals, high-net-worth clients, charitable organizations, trusts, and businesses. The firm manages approximately $383.6 million in assets across nearly 500 client relationships and uses model portfolios that range from aggressive growth to conservative allocation.
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