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S&S WEALTH MANAGEMENT
Legal name: S & S WEALTH MANAGEMENT, L.P.
CRD 130652File 801-126309
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$153.8M
Bottom 25% of cohort (national)
Discretionary AUM
$149.8M
Non-discretionary $4.0M
Clients
315
790 accounts
Employees
3
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 3, 2022
- Principal office
- 2505 N. HIGHWAY 360, SUITE 490, GRAND PRAIRIE, TX, 75050-7825
- Phone
- 817-276-8090
- Website
- https://www.sswmwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $153.8M
- Discretionary AUM
- $149.8M
- Non-discretionary AUM
- $4.0M
- Discretionary accounts
- 779
- Non-discretionary accounts
- 11
- Total accounts
- 790
- AUM per client
- $488K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $94.1M |
| Individuals (other than high net worth individuals) | 267 | $59.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.