Sst Benefits Consulting & Insurance Services, LLC
● SEC registered since 2017CRD 288129SEC# 801-110377Aliso Viejo, CA
Reg. AUM
$524.1M
Employees
3
Accounts
7
Location
Aliso Viejo, CA
Sst Benefits Consulting & Insurance Services, LLC assets under management
Sst Benefits Consulting & Insurance Services, LLC is an investment advisory firm registered with the SEC based in Aliso Viejo, CA. The firm has been registered since 2017. It reports $524.1 million in regulatory assets under management and employs 3 people.
Sst Benefits Consulting & Insurance Services, LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Ronald Schneider Control | Director - Wealthspire | Under 5% | 2025 |
| Brian J Yu Control | Chief Compliance Officer - Wealthspire Retirement | Under 5% | 2025 |
| Carl Edward Nelson Control | President - Wealthspire | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Sst Benefits Consulting & Insurance Services, LLC manage?
Sst Benefits Consulting & Insurance Services, LLC reports $524.1 million in regulatory assets under management on its Form ADV.
How many employees does Sst Benefits Consulting & Insurance Services, LLC have?
Sst Benefits Consulting & Insurance Services, LLC reports 3 employees.
Where is Sst Benefits Consulting & Insurance Services, LLC located?
Sst Benefits Consulting & Insurance Services, LLC is based in Aliso Viejo, CA and has been SEC-registered since 2017.
Does Sst Benefits Consulting & Insurance Services, LLC disclose fund performance?
Sst Benefits Consulting & Insurance Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 Vantis, Suite 400, Aliso Viejo, CA 92656 |
| Phone | 949.460.9898 |
| Fax | 949.460.9893 |
| Office hours | 8:30 - 4:30 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$524.1M▲ 87%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$524.1Mregulatory AUM
Discretionary $0Non-discretionary $524.1M