Ssa Wealth Advisors is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 24, 2026, reports $817M in regulatory assets under management, 10 employees, 1 office, and 154 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 40.7% of total clients.
Top client categories% of clientsClients
1
Individuals
40.7%
55
2
Corporations
35.6%
48
3
HNWI
23.7%
32
Categories with <5 clients
TRUSTS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$817Mas of March 24, 2026
Discretionary67.4%
$551M
67% of total RAUM67.4%
Non-discretionary32.6%
$267M
33% of total RAUM32.6%
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.
Total AUM$817M
Total Accounts154
10Y AUM Change+$482M (+143.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee14:1
10Y Employee Change+3 (+42.9%)
* 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.