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S & S Wealth Management, L.P.

● SEC registered since 2022CRD 130652SEC# 801-126309Grand Prairie, TX
Export (members)
Reg. AUM
$126M
Employees
4
Accounts
755
Location
Grand Prairie, TX

S & S Wealth Management, L.P. assets under management

S & S Wealth Management, L.P. is an SEC-registered investment adviser based in Grand Prairie, TX. The firm has been registered since 2022. It reports $126 million in regulatory assets under management and employs 4 people.
www.sswmwealth.comView on SEC.gov ↗

S & S Wealth Management, L.P. owners & executives

2 reported
NameTitleOwnershipSince
Short & Smith Management, Inc ControlGeneral PartnerUnder 5%2004
Stacey Leigh Smith ControlChief Compliance Officer /PartnerOver 75%2004

Frequently asked questions

How much does S & S Wealth Management, L.P. manage?

S & S Wealth Management, L.P. reports $126 million in regulatory assets under management on its Form ADV.

How many employees does S & S Wealth Management, L.P. have?

S & S Wealth Management, L.P. reports 4 employees.

Where is S & S Wealth Management, L.P. located?

S & S Wealth Management, L.P. is based in Grand Prairie, TX and has been SEC-registered since 2022.

Does S & S Wealth Management, L.P. disclose fund performance?

S & S Wealth Management, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2505 N. Highway 360, Suite 490, Grand Prairie, TX 75050-7825
Phone817-276-8090
Fax817-276-8098
Office hours8:00 a.m. - 4:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.6M
Non-discretionary$3.4M
Total (RAUM)$126M