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| Keyboard |
| Ssb&T Wealth Management LLC
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|---|---|
| CRD # | 328102 |
| SEC # | 801-128817 |
| CIK # | |
| AUM | 445.1 M (2026-02-23) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 830-997-7575 |
| Address | 202 W San Antonio Street Fredericksburg, TX 78624 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 34.9 |
| (b) Individuals (high net worth individuals) | 42 | 136.4 |
| (c) Banking or thrift institutions | 1 | 218.7 |
| (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 | 1 | 35.5 |
| (h) Charitable organizations | 4 | 12.9 |
| (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 | 5 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 168 | 445.1 |
| By Discretionary | ||
| Discretionary | 167 | 409.6 |
| Non-Discretionary | 1 | 35.5 |
| Total | 168 | 445.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 444.0 | |
| Total | 168 | 445.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 167 (1 non-US) |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Osprey Private Wealth LLC
✚
|
NY | 448.4 M |
|
Hardin Capital Partners LLC
✚
|
SC | 447.8 M |
|
Beaton Management Co Inc
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|
MA | 445.7 M |
|
Mindset Wealth Management LLC
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|
IN | 445.5 M |
|
Lefavi Wealth Management Inc
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|
UT | 445.0 M |
|
Stone Summit Wealth LLC
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|
443.6 M | |
|
Financial Freedom LLC
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OH | 443.2 M |
|
Members Advisory Group LLC
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|
NY | 443.2 M |
|
Spiegelman Wealth Management Inc
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|
CA | 443.0 M |
|
Templeton Financial Services Inc
✚
|
AZ | 441.8 M |