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| Sandeep Varma Wealth Strategies LLC
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| |
|---|---|
| CRD # | 137705 |
| SEC # | 801-119682 |
| CIK # | |
| AUM | $292.3 M (2025-03-14) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 858-643-5757 |
| Address | 5435 Oberlin Dr San Diego, CA 92121 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 55.5 |
| (b) Individuals (high net worth individuals) | 121 | 236.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,047 | 292.3 |
| By Discretionary | ||
| Discretionary | 1,047 | 292.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,047 | 292.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.3 | |
| Total | 1,047 | 292.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cordant Inc
✚
|
OR | 0.3 |
|
Prairie Sky Financial Group LLC
✚
|
IL | 0.3 |
|
Dentgroup LLC
✚
|
LA | 0.3 |
|
HD Money Inc
✚
|
FL | 0.3 |
|
GER Loftin Wealth Advisors LLC
✚
|
GA | 0.3 |
|
Boulder Wealth Advisors LLC
✚
|
CO | 0.3 |
|
Washington Avenue Advisors LLC
✚
|
MI | 0.3 |
|
Claris Financial LLC
✚
|
VA | 0.3 |
|
Fourth Dimension Wealth LLC
✚
|
OH | 0.3 |
|
Stonebridge Financial Planning Group LLC
✚
|
FL | 0.3 |