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SAMMONS WEALTH
SAMMONS WEALTH MANAGEMENT LLC
CRD 286284
12720 HILLCREST ROAD, SUITE 600, DALLAS, TX, 75230, United States
Phone
(972 440-1194
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$64.4M
Discretionary AUM
$63.4M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $2.8M |
| High net worth individuals | 26 | $60.5M |
All web addresses on file
Official SEC filing: View on IAPD