S&S WEALTH MANAGEMENT

2505 N. Highway 360
Suite 490
Grand Prairie, Texas 75050-7825
Tel: 817-276-8090

About S&S WEALTH MANAGEMENT

S&S WEALTH MANAGEMENT, formally registered with the SEC as S&S WEALTH MANAGEMENT. The firm was established in 08/03/2022. They have over 1 offices throughout the country.

S&S WEALTH MANAGEMENT is a Grand Prairie, Texas based Financial Planning firm with nearly $126,942,981 assets under management, offering retirement planning & investment advisory services to 798 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130652
SEC#	801-126309
Assets Managed by Firm	$126,942,981
No. of Clients	798
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (PERSONAL MONEY MANAGEMENT COUNSELING/FINANCIAL ANALYSIS)

Firm Client Information

	No. of Clients	AUM
Firm Total	798	$126,942,981
Individuals (other than high net worth individuals)	280	$70,379,853
High net worth individuals	35	$56,563,128

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