Sasha H. Antman

ECKMAN WEALTH MANAGEMENT

San Diego, CA

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CRD#: 6551881

Professional summary

Sasha Harway Antman, who also goes by Sasha H Antman, is a registered financial advisor currently at ECKMAN WEALTH MANAGEMENT, LLC located in San Diego, California.

Sasha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Sasha has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sasha H Antman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Antman also works with the CSA San Diego County, a non-profit organization funded by the Department of Housing and Urban Development under FHIP Grant FEO1900396. In this role Mr. Antman contracts as a housing tester. He spends approximately two hours a month in this activity. Mr. Antman is also an arbitrator for FINRA. In this role he will arbitrate and opine on disclosable events presented to him. He spends approximately three hours a month during market and non-market hours on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sasha Harway Antman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 6, 2024 - Present

ECKMAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 159934

San Diego, CA

Past

September 27, 2022 - October 14, 2022

THRIVE PORTFOLIOS

RIA

CRD#: 314414

San Diego, CA

Past

January 11, 2016 - June 22, 2021

SIMPLYRICH

RIA

CRD#: 119311

SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/11/2016

Uniform Investment Adviser Law Examination

Current Firm

ECKMAN WEALTH MANAGEMENT, LLC

CRD#: 159934 / SEC#:

Arizona

Registered Investment Advisory firm - (3/1/2012 Approved)

California

Registered Investment Advisory firm - (6/17/2015 Approved)

Colorado

Registered Investment Advisory firm - (6/5/2015 Approved)

Florida

Registered Investment Advisory firm - (4/9/2024 Approved)

Kansas

Registered Investment Advisory firm - (2/3/2012 Approved)

Louisiana

Registered Investment Advisory firm - (12/6/2023 Terminated)

Missouri

Registered Investment Advisory firm - (8/7/2015 Approved)

New York

Registered Investment Advisory firm - (7/29/2021 Approved)

Texas

Registered Investment Advisory firm - (7/15/2013 Conditional Restricted)

Washington

Registered Investment Advisory firm - (11/9/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Phoenix, AZ

Mailing Address

Phone number

(888) 545-4746

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	281
AUM (Assets Under Management)	$ 62,333,997

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sasha H. Antman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sasha Harway Antman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ECKMAN WEALTH MANAGEMENT, LLC

THRIVE PORTFOLIOS

SIMPLYRICH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2016

Current Firm

ECKMAN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ECKMAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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