SP
Sanjay Pamurthy
ARTHAM ADVISORS
Dallas, TX
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CRD#: 7501175
SP
Professional summary
Sanjay Pamurthy is a registered financial advisor currently at ARTHAM ADVISORS located in Dallas, Texas.
Sanjay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sanjay has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Sanjay Pamurthy invests in and manages real estate properties for personally owned companies Alera LLC (est 2008), Alera WDallas LLC (estd 2021), Alera Harry Hines Two LLC (estd 2022), Alera SDallas LLC (estd 2020) and other family trusts. These activities are related to personal real estate investments by Sanjay Pamurthy and his spouse. Sanjay Pamurthy is also part owner, along with his wife, of Elevate Wellness Therapeutics LLC (estd 2023). This company provides medical and wellness treatments in Dallas TX. Sanjay is not involved in day-to-day operations of this business. As part owner, Sanjay's involvements are limited to producing financial reports and paying taxes. All these other businesses are registered at 3822 Northview Lane, Dallas TX 75229. All these other businesses require less than five hours per week of Sanjay's time, rarely during securities trading hours. These other business activities DO NOT constitute a conflict of interest to his financial advisory practice. No clients are participants in these businesses and Sanjay Pamurthy does not solicit financial participation on behalf of these businesses.
CRS (Client Relationship Summary) - RIA
Click below to view Sanjay Pamurthy'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®
NoneExperience
Current
February 23, 2022 - Present
ARTHAM ADVISORS
RIA
CRD#: 318709
Dallas, TX
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
Louisiana(3/21/2022)
IAR
Texas(2/23/2022)
Current Firm
AA
ARTHAM ADVISORS
ARTHAM ADVISORS | ARTHAM ADVISORS LLC
CRD#: 318709 / SEC#:
Louisiana
Registered Investment Advisory firm - (3/21/2022 Approved)Texas
Registered Investment Advisory firm - (2/23/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Dallas, TX
Mailing Address
Phone number
(214) 641-7267
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 44 |
| AUM (Assets Under Management) | $ 11,621,031 |
Red Flags
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