# SAMMONS WEALTH

SAMMONS WEALTH of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 286284
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286284/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286284/similar
- Related entities: https://search.stillhousedata.com/firm/286284/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286284

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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.