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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SHORT & SMITH MANAGEMENT, INC | DE | GENERAL PARTNER | NA | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | E | Control |
| SHORT, LOUISE, HAMILTON | I | PARTNER | C | Control |
| SHORT, LOUISE, HAMILTON | I | PARTNER | C | Control |
| SMITH, STACEY, LEIGH | I | CHIEF COMPLIANCE OFFICER /PARTNER | C | Control |
| SMITH, STACEY, LEIGH | I | CCO/PARTNER | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (4)
IL LA OK TX
Address
2505 N. HIGHWAY 360SUITE 490
GRAND PRAIRIE, TX 75050-7825
United States
Phone: 817-276-8090