Success Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wexford, PA. Its latest Form ADV filing, dated April 15, 2026, reports $110M in regulatory assets under management, 13 employees, 14 offices, and 1,230 accounts.
Assets Under Management
$110M
Employees
13
Offices
14 offices
Total Clients
821
Primary office
WEXFORD, PA
11676 PERRY HIGHWAY, SUITE 1207, WEXFORD, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.8% of total clients.
Top client categories% of clientsClients
1
Individuals
97.8%
803
2
HNWI
1.3%
11
3
Corporations
0.6%
5
4
Charitable
0.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of April 15, 2026
Discretionary100.0%
$110M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$110M
Total Accounts1,230
10Y AUM Change+$75M (+209.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee63:1
10Y Employee Change+4 (+44.4%)
* 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.