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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 10, 2025
- Branch Offices
- 13
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ARTMAN, JAMES, MATHEW | I | MEMBER | D | Control |
| ARTMAN, JAMES, MATHEW | I | MEMBER | D | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GOLDMAN, BRIAN, MARC | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Apr 10, 2025 REGISTERED
Notice Filings (21)
CA FL IA IN KS KY LA MA MI MO NC NY OH OR PA RI SC TN TX WA WI
Address
11676 PERRY HIGHWAYSUITE 1207
WEXFORD, PA 15090
United States
Phone: 724-934-8128