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SST BENEFITS CONSULTING
Legal name: SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC
CRD 288129File 801-110377
APPROVED
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$524.1M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $524.1M
Clients
5
7 accounts
Employees
3
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 28, 2017
- Principal office
- 120 VANTIS, SUITE 400, ALISO VIEJO, CA, 92656
- Phone
- 949.460.9898
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $524.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $524.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 7
- Total accounts
- 7
- AUM per client
- $104.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 5 | $524.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Portfolio management for other
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.