RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 8, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KRAMER, EDWARD, WILLIAMICCO, CIO, CHIEF PLANNING OFFICERNA Control
KRAMER, EDWARD, WILLIAMICCO, CIO, CHIEF PLANNING OFFICERNA Control
KRAMER, EDWARD, WILLIAMICCO, CIO, CHIEF PLANNING OFFICERNA Control
KRAMER, EDWARD, WILLIAMICCO, CIO, CHIEF PLANNING OFFICERNA Control
KRAMER, EDWARD, WILLIAMICCO, CIO, CHIEF PLANNING OFFICERNA Control
KRAMER, EDWARD, WILLIAMICCO, CIO, CHIEF PLANNING OFFICERNA Control
KRAMER, EDWARD, WILLIAMICCO, CIO, CHIEF PLANNING OFFICERNA Control
KRAMER, EDWARD, WILLIAMICCO, CIO, CHIEF PLANNING OFFICERNA Control
KRAMER, EDWARD, WILLIAMICCO, CIO, CHIEF PLANNING OFFICERNA Control
KRAMER, EDWARD, WILLIAMICCO, CIO, CHIEF PLANNING OFFICERNA Control
SECURITY STATE BANK AND TRUSTDESOLE MEMBERE Control
SECURITY STATE BANK AND TRUSTDESOLE MEMBERE Control
SECURITY STATE BANK AND TRUSTDESOLE MEMBERE Control
SECURITY STATE BANK AND TRUSTDESOLE MEMBERE Control
SECURITY STATE BANK AND TRUSTDESOLE MEMBERE Control
SECURITY STATE BANK AND TRUSTDESOLE MEMBERE Control
SECURITY STATE BANK AND TRUSTDESOLE MEMBERE Control
SECURITY STATE BANK AND TRUSTDESOLE MEMBERE Control
SECURITY STATE BANK AND TRUSTDESOLE MEMBERE Control
SECURITY STATE BANK AND TRUSTDESOLE MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SECURITY HOLDING COMPANYDESECURITY STATE BANK AND TRUSTE Control
SECURITY HOLDING COMPANYDESECURITY STATE BANK AND TRUSTE Control
SECURITY HOLDING COMPANYDESECURITY STATE BANK AND TRUSTE Control
SECURITY HOLDING COMPANYDESECURITY STATE BANK AND TRUSTE Control
SECURITY HOLDING COMPANYDESECURITY STATE BANK AND TRUSTE Control
SECURITY HOLDING COMPANYDESECURITY STATE BANK AND TRUSTE Control

Registrations

Federal

IA
Apr 8, 2025 REGISTERED

Notice Filings (1)

TX

Address

202 W. SAN ANTONIO STREET
FREDERICKSBURG, TX 78624
United States
Phone: 830-997-7575