S & S WEALTH MANAGEMENT, L.P.
Doing business as S&S WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$153,785,097
Discretionary
$149,827,999
Non-discretionary
$3,957,098
Firm details
- CRD number
- 130652
- SEC file number
- 801-126309
- Main office
- GRAND PRAIRIE, TX, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.sswmwealth.com
- Fee structure
-
Percentage of AUM
As of November 2026.