Sirius Wealth Management Strategies, LLC

Sirius Wealth Management Strategies, LLC (CRD# 147418) is a financial advisory firm headquartered in Menlo Park, CA. They manage $185,000,000 in 78 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $2,371,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV, TX

Financial Advisors at Sirius Wealth Management Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matt R. Vorst
CRD#: 4504744
1040 Noel Drive, Suite 108, Menlo Park, CA 94025
96
Wealthminder
score

Matt Vorst (CRD# 4504744) is an Investment Advisor Representative working at Sirius Wealth Management Strategies, LLC in Menlo Park, CA and has over 14 years of experience in the finance industry. Matt Vorst has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard C. Chambers
CRD#: 4765485
Stateline, NV
90
Wealthminder
score

Richard Chambers (CRD# 4765485) is an Investment Advisor Representative working at Sirius Wealth Management Strategies, LLC in Stateline, NV and has 1 year of experience in the finance industry. Richard Chambers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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