| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Marc Goldman Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Success Wealth Management LLC reports $66 million in regulatory assets under management on its Form ADV.
Success Wealth Management LLC reports 13 employees.
Success Wealth Management LLC is based in Wexford, PA and has been SEC-registered since 2023.
Success Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11676 Perry Highway, Suite 1207, Wexford, PA 15090 |
| Phone | 724-934-8128 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $66M |
| Non-discretionary | $0 |
| Total (RAUM) | $66M |