Overview
Assets Under Management: $2.3 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 250
Average Client Assets: $9.2 million
Frequently Asked Questions
SOUTHERN WEALTH MANAGEMENT LLP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134714), SOUTHERN WEALTH MANAGEMENT LLP is subject to fiduciary duty under federal law.
SOUTHERN WEALTH MANAGEMENT LLP is headquartered in DALLAS, TX.
SOUTHERN WEALTH MANAGEMENT LLP serves 250 high-net-worth clients according to their SEC filing dated August 02, 2023. View client details ↓
According to their SEC Form ADV, SOUTHERN WEALTH MANAGEMENT LLP offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SOUTHERN WEALTH MANAGEMENT LLP manages $2.3 billion in client assets according to their SEC filing dated August 02, 2023.
According to their SEC Form ADV, SOUTHERN WEALTH MANAGEMENT LLP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 250
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.58%
Average Client Assets: $9.2 million
Total Client Accounts: 2,061
Discretionary Accounts: 1,518
Non-Discretionary Accounts: 543
Regulatory Filings
CRD Number: 134714
Filing ID: 1767828
Last Filing Date: 2023-08-02 10:36:00