Overview
Assets Under Management: $445 million
Headquarters: FREDERICKSBURG, TX
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Frequently Asked Questions
SSB&T WEALTH MANAGEMENT, LLC 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 #328102), SSB&T WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SSB&T WEALTH MANAGEMENT, LLC is headquartered in FREDERICKSBURG, TX.
SSB&T WEALTH MANAGEMENT, LLC serves 42 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, SSB&T WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SSB&T WEALTH MANAGEMENT, LLC manages $445 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, SSB&T WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.64
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 168
Discretionary Accounts: 167
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 328102
Filing ID: 2058706
Last Filing Date: 2026-02-23 19:14:34