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REMBERT PENDLETON JACKSON
Legal name: SSB WEALTH MANAGEMENT, INC.
CRD 306510File 801-117848
APPROVED
Retail clients
Custody
Filing as of Aug 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.73B
Top 25% of cohort (national)
Discretionary AUM
$1.35B
Non-discretionary $1.37B
Clients
1,458
5,377 accounts
Employees
20
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 2, 2020
- Principal office
- 1945 OLD GALLOWS ROAD, SUITE 750, VIENNA, VA, 22182
- Phone
- 703-821-6655
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.73B
- Discretionary AUM
- $1.35B
- Non-discretionary AUM
- $1.37B
- Discretionary accounts
- 3,053
- Non-discretionary accounts
- 2,324
- Total accounts
- 5,377
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.2M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 20 | $96.6M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 707 | $2.32B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $142K |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 727 | $301.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 20 | increased by3 |
| Apr 1, 2026 | Clients | 1,390 | 1,458 | increased by68 |
| Apr 1, 2026 | AUM | $2,376,306,700 | $2,725,709,202 | increased by$349,402,502 |
| Apr 1, 2026 | Accounts | 5,119 | 5,377 | increased by258 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 17 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,199 | 1,390 | increased by191 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,080,218,714 | $2,376,306,700 | increased by$296,087,986 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,041 | 5,119 | increased by1,078 |
| Apr 1, 2022 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2022 | Clients | 1,174 | 1,199 | increased by25 |
| Apr 1, 2022 | AUM | $1,691,339,038 | $2,080,218,714 | increased by$388,879,676 |
| Apr 1, 2022 | Accounts | 5,512 | 4,041 | decreased by1,471 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REMBERT PENDLETON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REMBERT PENDLETON” 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.