Sandeep Varma
Investment adviser representative at Simplicity Wealth
28 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- Simplicity WealthMay 2026 to now
- The Leaders Group Inc, dba: Simplicity InvestmentsJan 2026 to now
- Ats Advanced Tax StrategiesMay 2022 to now
- Ats Advanced Trustee Strategies Inc.Jun 2003 to now
- Advanced Marketing Strategies, Inc.Mar 2001 to now
- Sandeep Varma (public Speaking)Mar 2000 to now
- Varma Insurance Marketing StrategiesJan 2000 to now
- Ats Wealth ManagementJul 1998 to now
- Cetera Investment Advisers LLCSep 2025 to Jan 2026
- Cetera Wealth Services, LLCSep 2025 to Jan 2026
- Avantax Advisory ServicesMay 2022 to Sep 2025
- Avantax Insurance Agency LLCMay 2022 to Sep 2025
- Avantax Investment Services, Inc.May 2022 to Sep 2025
- Fsc Securities CorpOct 2015 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (CA).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1926613
- Firm CRD
- 300572