# SOUTHERN WEALTH MANAGEMENT LLP

SOUTHERN WEALTH MANAGEMENT LLP of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 134714
- Type: SEC-registered investment adviser
- SEC file number: 801-64071
- Location: 5005 LBJ FREEWAY, SUITE 1313, DALLAS, TX, 75244
- Phone: 972-661-4600
- Latest filing: 2023-08-02
- Regulatory AUM: $2.3B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $520.7M
- Clients: 50
- Accounts: 2,061

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| JONES ROBERT WILLIAM | PARTNER | — |
| JONES THOMAS F | PARTNER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| GILE THOMAS SAMUEL | PARTNER; PARTNER & CCO; PARTNER & CHIEF COMPLIANCE OFFICER | — |
| SWEENEY JOAN MARIE | PARTNER | — |
| OLSON MICHAEL LANE | PARTNER | — |
| MCCLOSKEY KATHERINE EDGE | PARTNER | — |
| HEAD JEREMY THOMAS | PARTNER | — |
| DEBRUYN PHILIP MARK | PARTNER | — |
| HORLICK MICHAEL ALAN | PARTNER | — |
| DEBRUYN ANTHONY CHARL | PARTNER | — |
| GIBERT KATHERINE M | PARTNER | — |
| PRICE SHANE DARREN | PARTNER | — |
| KERSHAW BRANDON HEATH | PARTNER | — |
| HENDRICK PATTILLO KELLY MARIE | PARTNER | — |
| DRAKE DANIEL THOMAS | PARTNER | — |
| RANA NIMISHA P | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134714/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134714/similar
- Related entities: https://search.stillhousedata.com/firm/134714/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134714

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.