SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

3 registered advisors·CRD# 147418
SEC# 801-809731650-276-7960
01

Firm Overview

AUM
$71M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

3 registered advisors
Anne Wakefield Atkinson
MENLO PARK, California
Matt Robert Vorst
MENLO PARK, California
Richard Crafton Chambers
MENLO PARK, California
05

Office Locations

MENLO PARK, California
3 advisors

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Data sourced from SEC Form ADV filings. SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC (CRD# 147418) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.