SAMMONS WEALTH

SAMMONS WEALTH of DALLAS, TX is an SEC-registered investment adviser (CRD 286284). Regulatory assets under management: $64.4M.

Registration

• CRD: 286284
• Type: Registered investment adviser
• Location: 12720 HILLCREST ROAD, DALLAS, TX, 75230
• Phone: (972 440-1194
• Latest filing: 2026-03-19
• Regulatory AUM: $64.4M
• Discretionary AUM: $63.4M
• Non-discretionary AUM: $1.1M
• Clients: 2
• Accounts: 144

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286284 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search