SSB MANAGED WEALTH, LLC

SSB MANAGED WEALTH, LLC of CANFIELD, OH is an SEC-registered investment adviser (CRD 305976). Regulatory assets under management: $37.8M.

Registration

• CRD: 305976
• Type: Registered investment adviser
• Location: 196 NORTH BROAD STREET, CANFIELD, OH, 44406
• Phone: (330) 533-1131
• Latest filing: 2025-10-28
• Regulatory AUM: $37.8M
• Discretionary AUM: $37.8M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305976 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search