Unclaimed Profile

Anne Wakefield Atkinson

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC·MENLO PARK, California

Series 2, Series 65Clean record36 years registeredSIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

1040 NOEL DRIVE, MENLO PARK, CA 94025CRD# 1866664Firm CRD# 147418

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anne Wakefield Atkinson · MENLO PARK, CA

Registration

CRD #1866664 · SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC · 36 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

PARALLEL ADVISORS, LLC

Mar 2021 – Jan 2026

SAN FRANCISCO, CA

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

Apr 2017 – Mar 2022

MENLO PARK, CA

THOMAS & ATKINSON CAPITAL MANAGEMENT LLC

Mar 2006 – Apr 2017

MENLO PARK, CA

SETON SMOKE CAPTAL MANAGEMENT

Nov 1989 – May 2004

GREENBRAE, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · November 15, 1989

Years registered · 36

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

CRD 147418 · SEC 801-80973

AUM

$71M

Regulatory assets under management

Employees

220 client accounts

Services offered by SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Anne Wakefield Atkinson offer?

Anne Wakefield Atkinson specializes in Financial Planning, Investment Management.

What are Anne Wakefield Atkinson's credentials?

Anne Wakefield Atkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anne Wakefield Atkinson located?

Anne Wakefield Atkinson is based in MENLO PARK, California, last registered with SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC.

How does Anne Wakefield Atkinson charge for services?

Anne Wakefield Atkinson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC?

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC has approximately 1 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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