LP Profile

ATS Wealth Management

Also known as ats wealth

Wealth ManagerSan Diego, United StatesFounded 2008
$187M
Assets Under Management
San Diego
Headquarters
Investment Focus

About ATS Wealth Management

ATS Wealth Management is a wealth manager based in San Diego, US. Founded in 2008. Reported AUM: 187 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to ATS Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$383.6M
Total Clients
1,229
Filing Date
February 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to ATS Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is ATS Wealth Management?

ATS Wealth Management is a wealth manager based in San Diego, United States, managing approximately $187M in assets.

Where is ATS Wealth Management headquartered?

ATS Wealth Management is headquartered in San Diego, United States.

How much does ATS Wealth Management manage?

ATS Wealth Management manages approximately $187M in assets under management.

When was ATS Wealth Management founded?

ATS Wealth Management was founded in 2008.

How can I contact ATS Wealth Management?

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