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S&S WEALTH MANAGEMENT

S & S WEALTH MANAGEMENT, L.P.

CRD 130652 · SEC 801-126309

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2505 N. HIGHWAY 360, SUITE 490, GRAND PRAIRIE, TX, 75050-7825, United States

Phone

817-276-8090

Fax

817-276-8098

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$153.8M

Discretionary AUM

$149.8M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Partnership

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingPERSONAL MONEY MANAGEMENT COUNSELING/FINANCIAL ANALYSIS

Client types

TypeClientsAUM
Individuals267$59.7M
High net worth individuals48$94.1M

States served

LA, OK, TX

All web addresses on file

Official SEC filing: View on IAPD