Sandeep Varma Wealth Strategies, LLC
● SEC registered since 2020CRD 137705SEC# 801-119682San Diego, CA
Reg. AUM
$383.6M
Employees
6
Accounts
1,229
Location
San Diego, CA
Sandeep Varma Wealth Strategies, LLC assets under management
Sandeep Varma Wealth Strategies, LLC is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2020. It reports $383.6 million in regulatory assets under management and employs 6 people.
Sandeep Varma Wealth Strategies, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nisha Sandeep Varma | Chief Compliance Officer | Under 5% | 2022 |
| Sandeep Varma Control | President | Over 75% | 1996 |
Frequently asked questions
How much does Sandeep Varma Wealth Strategies, LLC manage?
Sandeep Varma Wealth Strategies, LLC reports $383.6 million in regulatory assets under management on its Form ADV.
How many employees does Sandeep Varma Wealth Strategies, LLC have?
Sandeep Varma Wealth Strategies, LLC reports 6 employees.
Where is Sandeep Varma Wealth Strategies, LLC located?
Sandeep Varma Wealth Strategies, LLC is based in San Diego, CA and has been SEC-registered since 2020.
Does Sandeep Varma Wealth Strategies, LLC disclose fund performance?
Sandeep Varma Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5435 Oberlin Dr., Suite 200, San Diego, CA 92121 |
| Phone | 858-643-5757 |
| Fax | 858-643-5756 |
| Office hours | 8:00 a.m. - 5:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$383.6M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$383.6Mregulatory AUM
Discretionary $383.6M