GRAND PRAIRIE, TXCRD 130652Latest ADV April 1, 2026
S&S Wealth Management is an SEC registered investment adviser organized as a limited partnership with a primary office location in Grand Prairie, TX. Its latest Form ADV filing, dated April 1, 2026, reports $154M in regulatory assets under management, 3 employees, and 790 accounts.
Assets Under Management
$154M
Employees
3
Offices
--
Total Clients
315
Primary office
GRAND PRAIRIE, TX
2505 N. HIGHWAY 360, SUITE 490, GRAND PRAIRIE, TX, United States
Top client segmentIndividuals represent 84.8% of total clients.
Top client categories% of clientsClients
1
Individuals
84.8%
267
2
HNWI
15.2%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154Mas of April 1, 2026
Discretionary97.4%
$150M
97% of total RAUM97.4%
Non-discretionary2.6%
$4M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$154M
Total Accounts790
10Y AUM Change+$40M (+35.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee105:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.