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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| S & S Wealth Management LP
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|---|---|
| CRD # | 130652 |
| SEC # | 801-126309 |
| CIK # | |
| AUM | $126.0 M (2025-03-31) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 817-276-8090 |
| Address | 2505 N Highway 360 Grand Prairie, TX 75050-7825 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 65.5 |
| (b) Individuals (high net worth individuals) | 37 | 60.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 755 | 126.0 |
| By Discretionary | ||
| Discretionary | 743 | 122.6 |
| Non-Discretionary | 12 | 3.4 |
| Total | 755 | 126.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.0 | |
| Total | 755 | 126.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jr Prunier Capital Management LLC
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|
MA | 0.1 |
|
Sacajawea & Company LLC
✚
|
0.1 | |
|
Aspire Planning Associates Inc
✚
|
CA | 0.1 |
|
Market Investment Group LLC
✚
|
KS | 0.1 |
|
Benold Financial Planning Inc
✚
|
0.1 | |
|
Planvest Financial Inc
✚
|
MD | 0.1 |
|
Broad Reach Capital LLC
✚
|
NC | 0.1 |
|
Neil Jesani Wealth Management LLC
✚
|
FL | 0.1 |
|
Avise Financial Cooperative Inc
✚
|
CA | 0.1 |
|
Strada Financial Group LLC
✚
|
OR | 0.1 |