Investment adviser · CRD 306510

REMBERT PENDLETON JACKSON

Investment adviser filing (IA)

SSB WEALTH MANAGEMENT, INC.

VIENNA, VA, United States · Form ADV filed Aug 12, 2026

Regulatory AUM: $2.73B
Client accounts: 5,377
Employees: 20
Advisory professionals: 15

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	707	$2,323,971,350	85.3%
Individuals	727	$301,873,764	11.1%
Charities	20	$96,562,391	3.5%
Corporations & businesses	Fewer than 5	$3,159,719	0.1%
Retirement plans	Fewer than 5	$141,978	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2125632 · Aug 12, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 12, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

1945 OLD GALLOWS ROAD, SUITE 750
VIENNA, VA, 22182, United States

CRD 306510

Filing source

Form ADV 2125632 · Aug 12, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.