SRS WEALTH MANGEMENT

SRS WEALTH MANAGEMENT LLC

CRD 287572

8787 COMPLEX DRIVE, SUITE 410, SAN DIEGO, CA, 92123, United States

Phone

619-460-9433

Fax

619-460-9555

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

2 total employees; 2 advisory reps; 250 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; REFFERAL FEES & ERISA FEES

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

Services

Financial planningPension consultingSelection of other advisersPublication of periodicalsEducational seminars

Official SEC filing: View on IAPD