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ATS Wealth ManagementFinancial advisor in San Diego, CA

ATS Wealth Management is a financial advisor at 5435 Oberlin Dr #200, San Diego, CA 92121, ranked #30 of 63 wealth managers in San Diego and rated 4.7 from 9 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Call (858) 643-5757Website ↗

Key facts

Key facts about ATS Wealth Management
Address5435 Oberlin Dr #200, San Diego, CA 92121Get directions
Phone(858) 643-5757
Websiteatswealthmanagement.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.7 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Diego and 11 towns within 25 miles: Mira Mesa, La Jolla, Rancho Penasquitos, Solana Beach, Poway, Encinitas, La Mesa, Santee, Lemon Grove, Coronado and El Cajon.

Based in San Diego, CAView on map

Opening hours

Opening hours for ATS Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about ATS Wealth Management

How is ATS Wealth Management ranked in San Diego?

ATS Wealth Management is ranked #30 of 63 wealth managers in San Diego by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are ATS Wealth Management’s hours?

ATS Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does ATS Wealth Management serve?

Serves San Diego and 11 towns within 25 miles: Mira Mesa, La Jolla, Rancho Penasquitos, Solana Beach, Poway, Encinitas, La Mesa, Santee, Lemon Grove, Coronado and El Cajon. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about ATS Wealth Management?

ATS Wealth Management has a rating of 4.7 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact ATS Wealth Management?

Call ATS Wealth Management on (858) 643-5757. The business is at 5435 Oberlin Dr #200, San Diego, CA 92121. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

ATS Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
ATS Wealth Management (this business)—664.7 (9)NoNo
Tam Wealth Management#28664.5 (12)NoNo12.8 mi
Wealth & Wisdom Partners#29664.6 (10)NoNo9.2 mi
Goldman Wealth Management & Assoc. LLC#31665.0 (7)NoNo4.4 mi

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