Success Wealth Management LLC

RIASEC Registered

Total AUM

$110M

Discretionary

$110M

100% of AUM

Avg account

$89.8K

Accounts

1,230

Employees

Advisory reps

Firm details

Headquarters: Wexford, Pennsylvania
CRD number: 299094
Registered since: November 30, 2023
Website: www.successwealth.org
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals79.57%
HNWI19.12%
Corporations / Businesses0.86%
Charitable Organizations0.45%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Success Wealth Management LLC is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2023. The firm acts as a capital allocator and provides fee-based financial planning and portfolio management for individuals, families and small businesses, as well as selection of other advisers. Its client base includes both individual & family clients and institutional relationships. Fee arrangements include a percentage-of-AUM component and fixed fees. The firm lists an affiliation with an insurance company and does not identify itself as an active ESG investor.