SAN DIEGO, CACRD 137705Latest ADV February 24, 2026
Ats Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated February 24, 2026, reports $384M in regulatory assets under management, 6 employees, and 1,229 accounts.
Assets Under Management
$384M
Employees
6
Offices
--
Total Clients
471
Primary office
SAN DIEGO, CA
5435 OBERLIN DR., SUITE 200, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.5% of total clients.
Top client categories% of clientsClients
1
HNWI
50.5%
238
2
Individuals
49.5%
233
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$384Mas of February 24, 2026
Discretionary100.0%
$384M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$384M
Total Accounts1,229
10Y AUM Change+$262M (+215.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee79:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.