SUCCESS WEALTH MANAGEMENT LLC
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
FINTRXOverview
Success Wealth Management LLC is an independent, individually owned registered investment adviser that began SEC registration in 2023. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. It functions as a capital allocator, serving both individual/family and institutional clients under a mix of percentage-of-AUM and fixed-fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities13%
- US Government Bonds9%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2Kelly Bandli
Chief Information OfficerCRD 5547367
BRIAN GOLDMAN
Chief Compliance Officer, Investment Advisor RepresentativeCRD 5759453
Contacts
3 of 13NICHOLLE ZOLTASZEK
Investment Adviser RepresentativeCRD 5494083
GREGORY BRAWN
Investment Adviser RepresentativeCRD 5693195
TRAVIS STREBLOW
Investment Adviser RepresentativeCRD 5609230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEXFORD, PA
ALLEGHENY
Location
WEXFORD, PA
Headquartered in WEXFORD, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 11676 Perry Hwy
- Time zone
- ET (UTC-5)
- Office locations
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