SSB&T WEALTH MANAGEMENT, LLC
CRD #328102 SEC #801-128817 FREDERICKSBURG, TX 830-997-7575
SEC Registered
Total AUM
$131M
Discretionary
$102.3M
Employees
3
Clients
25
Accounts
361
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $131M | $102.3M | $28.8M | 3 | 98 |
| Apr 2025 | $131M | $102.3M | $28.8M | 3 | 98 |
| Mar 2025 | $131M | $102.3M | $28.8M | 3 | 98 |
| Dec 2024 | $100M | $71.3M | $28.7M | 3 | 39 |
| Mar 2024 | $35.4M | $35.4M | $0 | 3 | 39 |
DateApr 2025
Total AUM$131M
Discretionary$102.3M
Non-Disc.$28.8M
Employees3
Clients98
DateApr 2025
Total AUM$131M
Discretionary$102.3M
Non-Disc.$28.8M
Employees3
Clients98
DateMar 2025
Total AUM$131M
Discretionary$102.3M
Non-Disc.$28.8M
Employees3
Clients98
DateDec 2024
Total AUM$100M
Discretionary$71.3M
Non-Disc.$28.7M
Employees3
Clients39
DateMar 2024
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees3
Clients39