S & S WEALTH MANAGEMENT, L.P.
Legal name: S&S WEALTH MANAGEMENT
CRD #130652 SEC #801-126309 GRAND PRAIRIE, TX 817-276-8090
SEC Registered
Total AUM
$126M
Discretionary
$122.6M
Employees
4
Clients
10
Accounts
755
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $126M | $122.6M | $3.4M | 4 | 0 |
| Mar 2024 | $126.9M | $123.3M | $3.6M | 3 | 0 |
| Oct 2023 | $110.1M | $103.9M | $6.2M | 3 | 0 |
| Mar 2023 | $110.1M | $103.9M | $6.2M | 3 | 0 |
| Jul 2022 | $113.7M | $106.4M | $7.3M | 3 | 0 |
| Jun 2022 | $113.7M | $106.4M | $7.3M | 3 | 0 |
| Jun 2012 | $41.6M | $28.7M | $12.9M | 1 | 26 |
| Apr 2012 | $41.6M | $28.7M | $12.9M | 1 | 26 |
| Mar 2012 | $41.6M | $28.7M | $12.9M | 1 | 26 |
| Mar 2011 | $38.3M | $18.4M | $19.9M | 5 | -- |
| Mar 2009 | $27.3M | $0 | $27.3M | 5 | -- |
| Mar 2008 | $42.8M | $0 | $42.8M | 5 | -- |
| Dec 2007 | $43M | $0 | $43M | 5 | -- |
| Mar 2007 | $43M | $0 | $43M | 5 | -- |
| Feb 2006 | $33.7M | $0 | $33.7M | 5 | -- |
DateMar 2025
Total AUM$126M
Discretionary$122.6M
Non-Disc.$3.4M
Employees4
Clients0
DateMar 2024
Total AUM$126.9M
Discretionary$123.3M
Non-Disc.$3.6M
Employees3
Clients0
DateOct 2023
Total AUM$110.1M
Discretionary$103.9M
Non-Disc.$6.2M
Employees3
Clients0
DateMar 2023
Total AUM$110.1M
Discretionary$103.9M
Non-Disc.$6.2M
Employees3
Clients0
DateJul 2022
Total AUM$113.7M
Discretionary$106.4M
Non-Disc.$7.3M
Employees3
Clients0
DateJun 2022
Total AUM$113.7M
Discretionary$106.4M
Non-Disc.$7.3M
Employees3
Clients0
DateJun 2012
Total AUM$41.6M
Discretionary$28.7M
Non-Disc.$12.9M
Employees1
Clients26
DateApr 2012
Total AUM$41.6M
Discretionary$28.7M
Non-Disc.$12.9M
Employees1
Clients26
DateMar 2012
Total AUM$41.6M
Discretionary$28.7M
Non-Disc.$12.9M
Employees1
Clients26
DateMar 2011
Total AUM$38.3M
Discretionary$18.4M
Non-Disc.$19.9M
Employees5
Clients--
DateMar 2009
Total AUM$27.3M
Discretionary$0
Non-Disc.$27.3M
Employees5
Clients--
DateMar 2008
Total AUM$42.8M
Discretionary$0
Non-Disc.$42.8M
Employees5
Clients--
DateDec 2007
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--
DateMar 2007
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--
DateFeb 2006
Total AUM$33.7M
Discretionary$0
Non-Disc.$33.7M
Employees5
Clients--