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SUCCESS WEALTH MANAGEMENT LLC

WEXFORD, PA · CRD 299094 · IAPD ↗ · 724-934-8128

$110.5MRegulatory AUM
15Advisory reps
15Employees
1Clients
1-10Planning clients
0Private funds
21States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2026 — SUCCESS WEALTH MANAGEMENT LLC added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
May 2026 — SUCCESS WEALTH MANAGEMENT LLC added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
February 2026 — SUCCESS WEALTH MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
February 2026 — SUCCESS WEALTH MANAGEMENT LLC reported RAUM up 46% ($66.0M -> $96.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
February 2025 — SUCCESS WEALTH MANAGEMENT LLC reported RAUM up 64% ($40.1M -> $66.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
January 2025 — SUCCESS WEALTH MANAGEMENT LLC added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
November 2024 — SUCCESS WEALTH MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
44
October 2024 — SUCCESS WEALTH MANAGEMENT LLC notice-filed in KY, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — SUCCESS WEALTH MANAGEMENT LLC added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
June 2024 — SUCCESS WEALTH MANAGEMENT LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
May 2024 — SUCCESS WEALTH MANAGEMENT LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — SUCCESS WEALTH MANAGEMENT LLC moved its main office from PITTSBURGH, PA to WEXFORD, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
February 2024 — SUCCESS WEALTH MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 2 (2 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
February 2024 — SUCCESS WEALTH MANAGEMENT LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
February 2024 — SUCCESS WEALTH MANAGEMENT LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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