# SANDEEP VARMA WEALTH STRATEGIES, LLC

SANDEEP VARMA WEALTH STRATEGIES, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 137705
- Type: SEC-registered investment adviser
- SEC file number: 801-119682
- Location: 5435 OBERLIN DR., SUITE 200, SAN DIEGO, CA, 92121
- Phone: 858-643-5757
- Latest filing: 2026-02-24
- Regulatory AUM: $383.6M
- Discretionary AUM: $383.6M
- Clients: 6
- Accounts: 1,229

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (4)

| 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 | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137705/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137705/similar
- Related entities: https://search.stillhousedata.com/firm/137705/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137705

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.