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Building 2SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

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Phone650-276-7960
NotebookSEC #801-80973
Total AUM
$71.5M
Employees
1
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
650-276-7960
Other Offices
1

ReceiptFinancials

Total AUM
$71.5M
Accounts
220
Discretionary
$71.5M
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$16.3M
HNW Individual Clients
28
AUM
$55.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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