SEC Form ADV

ATS WEALTH MANAGEMENT

Registered Investment AdviserCA
$383.6M
Assets Under Management
1,229
Total Clients
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Registration Details

Accession
CRD-137705
Location
SAN DIEGO, CA
Filing Date
February 24, 2026
AUM
$383.6M
Total Clients
1,229
Amendment
No

About this Adviser

ATS WEALTH MANAGEMENT is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $383.6M in assets across 1,229 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.