SANDEEP VARMA WEALTH STRATEGIES, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 137705). Regulatory assets under management: $383.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Corporations.
| Name | Role | Location |
|---|---|---|
| Sandeep Varma | PRESIDENT | New York, NY |
| Nisha Sandeep Varma | CHIEF COMPLIANCE OFFICER | — |
| VARMA SANDEEP | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| JELLISON MINDI SUE | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |