S & S WEALTH MANAGEMENT, L.P.

S & S WEALTH MANAGEMENT, L.P. of GRAND PRAIRIE, TX is an SEC-registered investment adviser (CRD 130652). Regulatory assets under management: $153.8M.

Registration

• CRD: 130652
• SEC file number: 801-126309
• Type: Registered investment adviser
• Location: 2505 N. HIGHWAY 360, SUITE 490, GRAND PRAIRIE, TX, 75050-7825
• Phone: 817-276-8090
• Latest filing: 2026-04-01
• Regulatory AUM: $153.8M
• Discretionary AUM: $149.8M
• Non-discretionary AUM: $4.0M
• Clients: 3
• Accounts: 790

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130652 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search