Ssb&t Wealth Management, LLC
● SEC registered since 2023CRD 328102SEC# 801-128817Fredericksburg, TX
Reg. AUM
$445.1M
Employees
6
Accounts
168
Location
Fredericksburg, TX
Ssb&t Wealth Management, LLC assets under management
Ssb&t Wealth Management, LLC operates as an SEC-registered investment adviser based in Fredericksburg, TX. The firm has been registered since 2023. It reports $445.1 million in regulatory assets under management and employs 6 people.
Ssb&t Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward William Kramer Control | Cco, Cio, Chief Planning Officer | Under 5% | 2023 |
| Security State Bank and Trust Control | Sole Member | Over 75% | 2023 |
| Security Holding Company Control | Owner | Over 75% | 1982 |
Frequently asked questions
How much does Ssb&t Wealth Management, LLC manage?
Ssb&t Wealth Management, LLC reports $445.1 million in regulatory assets under management on its Form ADV.
How many employees does Ssb&t Wealth Management, LLC have?
Ssb&t Wealth Management, LLC reports 6 employees.
Where is Ssb&t Wealth Management, LLC located?
Ssb&t Wealth Management, LLC is based in Fredericksburg, TX and has been SEC-registered since 2023.
Does Ssb&t Wealth Management, LLC disclose fund performance?
Ssb&t Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 202 W. San Antonio Street, Fredericksburg, TX 78624 |
| Phone | 830-997-7575 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$445.1M▲ 240%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$445.1Mregulatory AUM
Discretionary $409.6MNon-discretionary $35.5M