SUCCESS WEALTH MANAGEMENT LLC
CRD #299094 SEC #801-129100 WEXFORD, PA 724-934-8128
SEC Registered Disclosures
Total AUM
$66M
Discretionary
$66M
Employees
13
Clients
0
Accounts
937
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $66M | $66M | $0 | 13 | 0 |
| Apr 2025 | $66M | $66M | $0 | 13 | 0 |
| Mar 2025 | $66M | $66M | $0 | 13 | 0 |
| Mar 2025 | $66M | $66M | $0 | 13 | 0 |
| Jan 2025 | $66M | $66M | $0 | 13 | 0 |
| Jan 2025 | $66M | $66M | $0 | 14 | 0 |
| Dec 2024 | $40.1M | $40.1M | $0 | 14 | 0 |
| Oct 2024 | $40.1M | $40.1M | $0 | 14 | 0 |
| Sep 2024 | $40.1M | $40.1M | $0 | 14 | 0 |
| Sep 2024 | $40.1M | $40.1M | $0 | 15 | 0 |
| Jul 2024 | $40.1M | $40.1M | $0 | 13 | 0 |
| Jun 2024 | $40.1M | $40.1M | $0 | 12 | 0 |
| Apr 2024 | $40.1M | $40.1M | $0 | 12 | 0 |
| Feb 2024 | $40.1M | $40.1M | $0 | 12 | 0 |
| Jan 2024 | $40.1M | $40.1M | $0 | 12 | 0 |
| Jan 2024 | $40.1M | $40.1M | $0 | 11 | 0 |
| Jan 2024 | $35.7M | $35.7M | $0 | 10 | 1 |
| Oct 2023 | $35.7M | $35.7M | $0 | 9 | 1 |
DateApr 2025
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees13
Clients0
DateApr 2025
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees13
Clients0
DateJan 2025
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees13
Clients0
DateJan 2025
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees14
Clients0
DateDec 2024
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees14
Clients0
DateOct 2024
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees14
Clients0
DateSep 2024
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees14
Clients0
DateSep 2024
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees15
Clients0
DateJul 2024
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees13
Clients0
DateJun 2024
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees12
Clients0
DateApr 2024
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees12
Clients0
DateFeb 2024
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees12
Clients0
DateJan 2024
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees12
Clients0
DateJan 2024
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees11
Clients0
DateJan 2024
Total AUM$35.7M
Discretionary$35.7M
Non-Disc.$0
Employees10
Clients1
DateOct 2023
Total AUM$35.7M
Discretionary$35.7M
Non-Disc.$0
Employees9
Clients1