# Sirius Wealth Management Strategies, LLC

> Sirius Wealth Management Strategies, LLC is a state-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 147418
- Filed as: SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147418
- AdvisorCensus page: https://advisorcensus.com/firm/sirius-wealth-management-strategies-llc-147418

## Quick answers

**How is Sirius Wealth Management Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sirius Wealth Management Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Sirius Wealth Management Strategies, LLC registered with the SEC or a state?**
Sirius Wealth Management Strategies, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 147418.

**How much does Sirius Wealth Management Strategies, LLC manage?**
Sirius Wealth Management Strategies, LLC reports $106,055,704 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Sirius Wealth Management Strategies, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sirius Wealth Management Strategies, LLC: Regulatory assets under management: $315,333,965 in the October 2021 data and $106,055,704 in the October 2026 data, down 66%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sirius Wealth Management Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (5).

**Does Sirius Wealth Management Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147418

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $106,055,704
- Discretionary: $106,055,704
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,971,324 |
| High net worth individuals | 44 | $103,084,380 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- siriuswm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $315,333,965 | 2 | March 8, 2021 |
| October 2022 | $141,654,253 | 1 | August 29, 2022 |
| October 2026 | $106,055,704 | 1 | March 31, 2026 |

Regulatory assets under management: $315,333,965 in the October 2021 data and $106,055,704 in the October 2026 data, down 66%.
Total employees: 2 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sirius Wealth Management Strategies, LLC (CRD 147418): Form ADV filing data as of October 2026.