# SUCCESS WEALTH MANAGEMENT LLC

SUCCESS WEALTH MANAGEMENT LLC of WEXFORD, PA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 299094
- Type: SEC-registered investment adviser
- SEC file number: 801-129100
- Location: 11676 PERRY HIGHWAY, SUITE 1207, WEXFORD, PA, 15090
- Phone: 724-934-8128
- Latest filing: 2026-06-17
- Regulatory AUM: $110.5M
- Discretionary AUM: $110.5M
- Clients: 15
- Accounts: 1,230

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Brian Marc Goldman | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| GOLDMAN DAVID MARC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| ARTMAN JAMES MATHEW | MEMBER | — |


## Disclosures (25)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-03-24 | regulatory | TRANSACTING BUSINESS IN MASSACHUSETTS WITHOUT THE INVESTMENT ADVISER REPRESENTATIVE BEING REGISTERED AND NOT SUPERVISING THE INVESTMENT ADVISER REPRESENTATIVE. | Final | $1K |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299094/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299094/similar
- Related entities: https://search.stillhousedata.com/firm/299094/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299094

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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.