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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Success Wealth Management LLC
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|---|---|
| CRD # | 299094 |
| SEC # | 801-129100 |
| CIK # | |
| AUM | $66.0 M (2025-04-10) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 724-934-8128 |
| Address | 11676 Perry Highway Wexford, PA 15090 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 742 | 61.7 |
| (b) Individuals (high net worth individuals) | 2 | 3.7 |
| (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 | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 937 | 66.0 |
| By Discretionary | ||
| Discretionary | 937 | 66.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 937 | 66.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 66.0 | |
| Total | 937 | 66.0 |
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|---|---|---|
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Mountain PASS Planning Corporation
✚
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NY | 0.1 |
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NY | 0.1 |
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0.1 | |
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|
Capital Formation Advisers LLC
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0.1 | |
|
WPM Wealth Advisors LLC
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NY | 0.1 |
|
Munakata Associates LLC
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|
0.1 | |
|
Watchstone Wealth Management LLC
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|
0.1 | |
|
Fiduciary Management Group LLC
✚
|
NY | 0.1 |
|
AXIA Asset Management LLC
✚
|
0.1 |