Sirius Wealth Management Strategies, LLC

Overview

Sirius Wealth Management Strategies, LLC is an independent registered investment adviser that focuses on individualized financial planning and portfolio management for individuals and small businesses. The firm operates with an owner-led structure and also maintains a registered representative relationship with a broker-dealer, which can broaden product access and execution options for clients. Fee arrangements include percentage-of-AUM and fixed-fee engagements, indicating a mix of ongoing advisory relationships and discrete planning engagements. Investment activity shows a clear tilt toward liquid, equity-based allocations as the core of client portfolios, supplemented by deliberate allocations to third-party alternative managers. The firm does not position itself as a capital allocator or pension consultant and reports no active ESG investing program. Its advisory footprint is concentrated rather than national.

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Public Holdings

Investments & Alternatives

Location & Offices