SSB&T WEALTH MANAGEMENT, LLC

CRD 328102File 801-128817

APPROVED

Retail clients

Filing as of Feb 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$445.1M

Below cohort median (national)

Discretionary AUM

$409.6M

Non-discretionary $35.5M

Clients

168

168 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Sep 29, 2023
Principal office: 202 W. SAN ANTONIO STREET, FREDERICKSBURG, TX, 78624
Phone: 830-997-7575
Website: http://www.ssbtwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $445.1M
Discretionary AUM: $409.6M
Non-discretionary AUM: $35.5M
Discretionary accounts: 167
Non-discretionary accounts: 1
Total accounts: 168
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$6.6M
Charitable organizations	Fewer than 5	$12.9M
High net worth individuals	42	$136.4M
Banking or thrift institutions	Fewer than 5	$218.7M
Pension and profit sharing plans	Fewer than 5	$35.5M
Individuals (other than high net worth individuals)	115	$34.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
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

This 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.