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S&S WEALTH MANAGEMENT

GRAND PRAIRIE, TX · CRD 130652 · IAPD ↗ · sswmwealth.com · 817-276-8090

$153.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2024 — S&S WEALTH MANAGEMENT notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.