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Ssb Wealth Management, Inc.

● SEC registered since 2020CRD 306510SEC# 801-117848Vienna, VA
Export (members)
Reg. AUM
$2.38B
Employees
17
Accounts
5,119
Location
Vienna, VA

Ssb Wealth Management, Inc. assets under management

Ssb Wealth Management, Inc. operates as an SEC-registered investment adviser based in Vienna, VA. The firm has been registered since 2020. It reports $2.4 billion in regulatory assets under management and employs 17 people.
www.linkedin.com/company/rembert-pendleton-jacksonView on SEC.gov ↗

Ssb Wealth Management, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Anh Ngoc Lam ControlChief Compliance OfficerUnder 5%2020
Atlantic Union Bank ControlShareholderOver 75%2025
Brett William Roper ControlPresidentUnder 5%2024
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Frequently asked questions

How much does Ssb Wealth Management, Inc. manage?

Ssb Wealth Management, Inc. reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Ssb Wealth Management, Inc. have?

Ssb Wealth Management, Inc. reports 17 employees.

Where is Ssb Wealth Management, Inc. located?

Ssb Wealth Management, Inc. is based in Vienna, VA and has been SEC-registered since 2020.

Does Ssb Wealth Management, Inc. disclose fund performance?

Ssb Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1945 Old Gallows Road, Suite 750, Vienna, VA 22182
Phone703-821-6655
Office hours9:00a.m. - 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.05B
Non-discretionary$1.32B
Total (RAUM)$2.38B