ATS Wealth Management Company Profile, Contacts & Intelligence

Investment Management5435 Oberlin Drive13 employeesFounded 1990
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
13
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts

ATS Wealth Management Overview

Independent Financial and Estate Advisors. Creating Strategies For Your Family’s Future for Over 33 Years. Here at ATS, our goal is to develop effective strategies that serve your needs, as well as those who depend on you, for generations to come. Founded by Sandeep Varma. Securities offered through Avantax Investment Services℠, Member FINRA/SIPC. Investment advisory services offered through Avantax Advisory Services℠ and/or ATS Wealth Management. Avantax Investment Services℠ is not affiliated with ATS Wealth Management. www.finra.org www.sipc.org www.avantax.com/social_policy/

Headquarters
5435 Oberlin Drive
Website
www.atswealthmanagement.com
Industry
Investment Management
Founded
1990
NAICS
Other Financial Investment Activities, Portfolio Management
offered through Avantax Advisory Services℠ and/or ATS Wealth Management. Avantax Investment Services℠ is not affiliated with ATS Wealth Management.

ATS Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.

ATS Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Jacob Elghallab
Paraplanner @ Ats Wealth Management
E
D
Dana Losbog
Executive Director of the Entrepreneur
A
Anoop Yadav
Dsa at Ats Wealth Management
S
Sandeep Varma
Wealth Strategist at Ats Wealth

ATS Wealth Management Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
3
Director
1

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