Overview
Assets Under Management: $154 million
Headquarters: GRAND PRAIRIE, TX
High-Net-Worth Clients: 48
Average Client Assets: $2.0 million
Frequently Asked Questions
S&S WEALTH MANAGEMENT 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 #130652), S&S WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
S&S WEALTH MANAGEMENT is headquartered in GRAND PRAIRIE, TX.
S&S WEALTH MANAGEMENT serves 48 high-net-worth clients according to their SEC filing dated April 01, 2026. View client details ↓
According to their SEC Form ADV, S&S WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
S&S WEALTH MANAGEMENT manages $154 million in client assets according to their SEC filing dated April 01, 2026.
According to their SEC Form ADV, S&S WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.17%
Average Client Assets: $2.0 million
Total Client Accounts: 790
Discretionary Accounts: 779
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 130652
Filing ID: 2090906
Last Filing Date: 2026-04-01 15:16:03