SSB&T WEALTH MANAGEMENT, LLC
Adviser information for SSB&T WEALTH MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 105 | $35.4M |
| Non-Discretionary | 0 | $0 |
| Total | 105 | $35.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 24 | $4.8M |
| HNW Individuals | 12 | $24.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $6.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 39 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-128817 |
|---|---|
| SEC ERA File Number | 801-128817 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328102 |
| Legal Entity Identifier | None |
Principal Office
202 W. SAN ANTONIO STREETFREDERICKSBURG
TX
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 830-997-7575, Fax: None
Websites
Chief Compliance Officer
EDWARD KRAMER
CCO, CIO, CHIEF PLANNING OFFICER
202 W. SAN ANTONIO STREET
FREDERICKSBURG
TX
United States
Tel:
830-997-7575
E******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KRAMER, EDWARD, WILLIAM | Individual | – | CCO, CIO, CHIEF PLANNING OFFICER | 08/2023 | < 5% |
| SECURITY STATE BANK AND TRUST | Domestic Entity | – | SOLE MEMBER | 07/2023 | > 75% |
| SECURITY HOLDING COMPANY | Domestic Entity | SECURITY STATE BANK AND TRUST | OWNER | 03/1982 | > 75% |