| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward William Kramer Control | Cco, Cio, Chief Planning Officer | Under 5% | 2023 |
| Security State Bank and Trust Control | Sole Member | Over 75% | 2023 |
| Security Holding Company Control | Owner | Over 75% | 1982 |
Ssb&t Wealth Management, LLC reports $131 million in regulatory assets under management on its Form ADV.
Ssb&t Wealth Management, LLC reports 3 employees.
Ssb&t Wealth Management, LLC is based in Fredericksburg, TX and has been SEC-registered since 2023.
Ssb&t Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 202 W. San Antonio Street, Fredericksburg, TX 78624 |
| Phone | 830-997-7575 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $102.3M |
| Non-discretionary | $28.8M |
| Total (RAUM) | $131M |