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SUCCESS WEALTH MANAGEMENT LLC
CRD 299094File 801-129100
APPROVED
Retail clients
Disclosure events
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$110.5M
Bottom 25% of cohort (national)
Discretionary AUM
$110.5M
Clients
821
1,230 accounts
Employees
15
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 30, 2023
- Principal office
- 11676 PERRY HIGHWAY, SUITE 1207, WEXFORD, PA, 15090
- Phone
- 724-934-8128
- Website
- http://www.successwealth.org
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $110.5M
- Discretionary AUM
- $110.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,230
- Non-discretionary accounts
- 0
- Total accounts
- 1,230
- AUM per client
- $135K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $950K |
| Charitable organizations | 2 | $500K |
| High net worth individuals | 11 | $21.1M |
| Individuals (other than high net worth individuals) | 803 | $87.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 2, 2026 | Employees | 15 | 14 | decreased by1 |
| Jun 1, 2026 | Employees | 13 | 15 | increased by2 |
| May 1, 2026 | Clients | 772 | 821 | increased by49 |
| May 1, 2026 | AUM | $96,600,000 | $110,470,000 | increased by$13,870,000 |
| May 1, 2026 | Accounts | 1,119 | 1,230 | increased by111 |
| Feb 1, 2026 | Custody | Yes | No | |
| Feb 1, 2026 | Clients | 745 | 772 | increased by27 |
| Feb 1, 2026 | AUM | $66,000,000 | $96,600,000 | increased by$30,600,000 |
| Feb 1, 2026 | Accounts | 937 | 1,119 | increased by182 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SUCCESS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUCCESS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.