Ssb Wealth Management, Inc.
● SEC registered since 2020CRD 306510SEC# 801-117848Vienna, VA
Reg. AUM
$2.73B
Employees
20
Accounts
5,377
Location
Vienna, VA
Ssb Wealth Management, Inc. assets under management
Ssb Wealth Management, Inc. operates as an SEC-registered investment adviser based in Vienna, VA. The firm has been registered since 2020. It reports $2.7 billion in regulatory assets under management and employs 20 people.
Ssb Wealth Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anh Ngoc Lam Control | Chief Compliance Officer | Under 5% | 2020 |
| Atlantic Union Bank Control | Shareholder | Over 75% | 2025 |
| Brett William Roper Control | President | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Ssb Wealth Management, Inc. manage?
Ssb Wealth Management, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Ssb Wealth Management, Inc. have?
Ssb Wealth Management, Inc. reports 20 employees.
Where is Ssb Wealth Management, Inc. located?
Ssb Wealth Management, Inc. is based in Vienna, VA and has been SEC-registered since 2020.
Does Ssb Wealth Management, Inc. disclose fund performance?
Ssb Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1945 Old Gallows Road, Suite 750, Vienna, VA 22182 |
| Phone | 703-821-6655 |
| Office hours | 9:00a.m. - 5:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.73B▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$2.73Bregulatory AUM
Discretionary $1.35BNon-discretionary $1.37B