SSB MANAGED WEALTH, LLC

Overview

SSB Managed Wealth, LLC is an independent registered investment adviser structured as an LLC that focuses on serving individual and family clients. The firm runs discretionary portfolio management alongside financial planning and offers pension consulting and the selection of other advisers. Its investment approach is equity‑centric: exchange‑traded equities are the dominant exposure across client portfolios, and the firm expresses a clear preference for liquid, tradable instruments. Fee arrangements are flexible — a mix of percentage of assets under management, hourly charges and fixed fees — which aligns with a mix of ongoing advisory relationships and project‑based planning work. SSB Managed Wealth acts as a capital allocator when appropriate, coordinating external managers and advisers for clients rather than relying solely on in‑house product solutions. The firm does not identify as an active ESG investor and operates without a multi‑state advisory registration noted in the snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices