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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

CRD 147418

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8f3ff28-7a4f-596f-d2f3-ea72ecc237c9

Data as of Sep 25, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 5
On other graphs: 0
Observed: Feb 6, 2015 to Sep 25, 2023
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $71.5MItem 5.F on the latest filing (2023-09-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $71.5M
Private client RAUM: $71.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $71.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 220
Individual clients: 26
High net worth clients: 28
Custody, client assets: $12.6M
SEC number: 801-80973
CRD: 147418
Filings on the tape: 26
First filed: Feb 6, 2015
Latest filed: Sep 25, 2023
Organised: Limited Liability Company, Texas

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW ROBERT VORST	n/a	MAGNOLIA, TX	2	24	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
VORST, MATT, ROBERT	MANAGING MEMBER, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER	D	yes	04/2006	Feb 6, 2015	Sep 25, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023	$71.5M	$71.5M	1	1	1	n/a	n/a
2021	Jan 18, 2022	$142M	$88.7M	1	1	1	n/a	n/a
2020	Mar 8, 2021	$315M	$276M	2	2	2	n/a	n/a
2019	Apr 29, 2020	$245M	$245M	2	2	2	n/a	n/a
2018	Mar 13, 2019	$207M	$207M	2	2	2	n/a	n/a
2017	Mar 28, 2018	$361M	$336M	3	3	4	n/a	n/a
2016	Mar 14, 2017	$181M	$177M	2	2	n/a	n/a	n/a
2015	Mar 28, 2016	$185M	$185M	2	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$71.5M	$142M	-49.5%	$245M	-33.7%	1	1	1	1

Relationships

Registered with (1)

← MATTHEW ROBERT VORSTAdvisorregistration: current employment
Sep 25, 2023 to presentfactForm ADV

Controls (1)

← VORST, MATT, ROBERTOwnerMANAGING MEMBER, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 6, 2015 to presentfactForm ADV

Dated events

Occurred
Jan 18, 2022
Regulatory AUM changed
Sirius Wealth Management Strategies, Llc reported RAUM $141.7M, down 55% from $315.3M (2021-03-08 to 2022-01-18)
Form ADVobserved 4 days ago
$-174M
Occurred
Jan 18, 2022
Control person left
Wakefield Anne Atkinson (Member, Wealth Advisor) no longer on Schedule A of Sirius Wealth Management Strategies, Llc (listed 2021-03-08, absent 2022-01-18)
Form ADVobserved 4 days ago
Occurred
Mar 13, 2019
Regulatory AUM changed
Sirius Wealth Management Strategies, Llc reported RAUM $207.1M, down 43% from $360.9M (2018-11-07 to 2019-03-13)
Form ADVobserved 4 days ago
$-154M
Occurred
Nov 7, 2018
Succession filed (Item 4)
Sirius Wealth Management Strategies, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Feb 6, 2015
First Form ADV filing
Sirius Wealth Management Strategies, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8f3ff28-7a4f-596f-d2f3-ea72ecc237c9
First observed: Feb 6, 2015
Last observed: Sep 25, 2023 36 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

CRD 147418

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8f3ff28-7a4f-596f-d2f3-ea72ecc237c9

Data as of Sep 25, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW ROBERT VORST

n/a

MAGNOLIA, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

VORST, MATT, ROBERT

MANAGING MEMBER, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER

yes

04/2006

Feb 6, 2015

Sep 25, 2023

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 30, 2023

$71.5M

n/a

2021

Jan 18, 2022

$142M

$88.7M

n/a

2020

Mar 8, 2021

$315M

$276M

n/a

2019

Apr 29, 2020

$245M

n/a

2018

Mar 13, 2019

$207M

n/a

2017

Mar 28, 2018

$361M

$336M

n/a

2016

Mar 14, 2017

$181M

$177M

n/a

2015

Mar 28, 2016

$185M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$71.5M

$142M

-49.5%

$245M

-33.7%