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ATS Wealth Management
ATS Wealth Management was established in 2008 as a wealth manager and registered investment adviser in San Diego, California. It serves individuals,...
Overview
ATS Wealth Management was established in 2008 as a wealth manager and registered investment adviser in San Diego, California. It serves individuals, high-net-worth individuals, and other entities. The firm provides asset management, estate planning, and portfolio management. No specific asset-class allocations, named holdings, or geographic deployment beyond its headquarters have been disclosed. Team size, additional offices, and adjacent vehicles remain unreported. No operational events from the last 24 months appear in available records. The firm operates as a conventional RIA without disclosed hybrid structures, club memberships, or succession details that would differentiate its architecture from peer advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1990
Location
Region
North America
Country
United States
City
San Diego
Corporate office
San Diego, CA, United States
Frequently asked questions
Who runs investment decisions at ATS Wealth Management?
No named principals or CIO have been disclosed in public records.
Does ATS Wealth Management participate in fund commitments or only direct deals?
The firm provides portfolio management services; specific commitment structures are not detailed.
What investment stages does ATS Wealth Management typically target?
No stage preferences or strategy parameters have been published.
How is ATS Wealth Management related to any parent or affiliated vehicle?
No parent, spinout, or affiliated entities are identified in available sources.
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