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| Happy Holidays!! thanks for using AUM13F!! |
| SSB Wealth Management Inc
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|---|---|
| CRD # | 306510 |
| SEC # | 801-117848 |
| CIK # | 0001810360 |
| AUM | $2.4 B (2025-07-16) |
| Employees | 17 (76% Investors, 0% Brokers) |
| Phone | 703-821-6655 |
| Address | 1945 Old Gallows Road Vienna, VA 22182 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 738 | 0.3 |
| (b) Individuals (high net worth individuals) | 624 | 2.0 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 22 | 0.1 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,119 | 2.4 |
| By Discretionary | ||
| Discretionary | 2,619 | 1.1 |
| Non-Discretionary | 2,500 | 1.3 |
| Total | 5,119 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 5,119 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001810360] |
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