Succession Financial, Inc.

● SEC registered since 2025CRD 336434SEC# 801-133743McKinney, TX

Export (members)

Reg. AUM

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Employees

Accounts

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Location

McKinney, TX

Succession Financial, Inc. assets under management

Succession Financial, Inc. operates as an SEC-registered investment adviser based in McKinney, TX. The firm has been registered since 2025. It employs 3 people.

succession-financial.com View on SEC.gov ↗

Succession Financial, Inc. owners & executives

2 reported

Name	Title	Ownership	Since
Barbara J Bridgman Control	Director Of Operations And Chief Compliance Officer	Under 5%	2018
Eric Edward Wolfe Control	Managing Principal	50-75%	2018

Frequently asked questions

How many employees does Succession Financial, Inc. have?

Succession Financial, Inc. reports 3 employees.

Where is Succession Financial, Inc. located?

Succession Financial, Inc. is based in McKinney, TX and has been SEC-registered since 2025.

Does Succession Financial, Inc. disclose fund performance?

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

Contact & registration

Address	300 E. Davis Street, Ste. 152, McKinney, TX 75069
Phone	214-334-6261
Office hours	By Appointment Only
SEC region	Fort Worth Regional Office (FWRO)
Discloses disciplinary history	No