Investment adviser · CRD 130652
S&S WEALTH MANAGEMENT
Investment adviser filing (IA)
S & S WEALTH MANAGEMENT, L.P.
GRAND PRAIRIE, TX, United States · Form ADV filed Apr 1, 2026
- Regulatory AUM
- $154M Form ADV · Item 5.F
- Client accounts
- 790 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 48 | $94,067,693 | 61.2% |
| Individuals | 267 | $59,717,404 | 38.8% |
Filing source
Form ADV 2090906 · Apr 1, 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 fundsThe 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: Apr 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
2505 N. HIGHWAY 360, SUITE 490GRAND PRAIRIE, TX, 75050-7825, United States
CRD 130652
Filing source
Form ADV 2090906 · Apr 1, 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.