Success Wealth Management LLC
● SEC registered since 2023CRD 299094SEC# 801-129100Wexford, PA
Reg. AUM
$110.5M
Employees
15
Accounts
1,230
Location
Wexford, PA
Success Wealth Management LLC assets under management
Success Wealth Management LLC operates as an SEC-registered investment adviser based in Wexford, PA. The firm has been registered since 2023. It reports $110.5 million in regulatory assets under management and employs 15 people.
Success Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Marc Goldman Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Success Wealth Management LLC manage?
Success Wealth Management LLC reports $110.5 million in regulatory assets under management on its Form ADV.
How many employees does Success Wealth Management LLC have?
Success Wealth Management LLC reports 15 employees.
Where is Success Wealth Management LLC located?
Success Wealth Management LLC is based in Wexford, PA and has been SEC-registered since 2023.
Does Success Wealth Management LLC disclose fund performance?
Success 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 | 11676 Perry Highway, Suite 1207, Wexford, PA 15090 |
| Phone | 724-934-8128 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$110.5M▲ 67%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$110.5Mregulatory AUM
Discretionary $110.5M