S & S Wealth Management, L.P.
● SEC registered since 2022CRD 130652SEC# 801-126309Grand Prairie, TX
Reg. AUM
$153.8M
Employees
3
Accounts
790
Location
Grand Prairie, TX
S & S Wealth Management, L.P. assets under management
S & S Wealth Management, L.P. is an SEC-registered investment adviser based in Grand Prairie, TX. The firm has been registered since 2022. It reports $153.8 million in regulatory assets under management and employs 3 people.
S & S Wealth Management, L.P. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Short & Smith Management, Inc Control | General Partner | Under 5% | 2004 |
| Stacey Leigh Smith Control | Chief Compliance Officer /Partner | Over 75% | 2004 |
Frequently asked questions
How much does S & S Wealth Management, L.P. manage?
S & S Wealth Management, L.P. reports $153.8 million in regulatory assets under management on its Form ADV.
How many employees does S & S Wealth Management, L.P. have?
S & S Wealth Management, L.P. reports 3 employees.
Where is S & S Wealth Management, L.P. located?
S & S Wealth Management, L.P. is based in Grand Prairie, TX and has been SEC-registered since 2022.
Does S & S Wealth Management, L.P. disclose fund performance?
S & S Wealth Management, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2505 N. Highway 360, Suite 490, Grand Prairie, TX 75050-7825 |
| Phone | 817-276-8090 |
| Fax | 817-276-8098 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$153.8M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$153.8Mregulatory AUM
Discretionary $149.8MNon-discretionary $4M