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SUCCESS WEALTH MANAGEMENT LLC
WEXFORD, PA
724-934-8128
SEC #801-129100Total AUM
$110.5M
Employees
15Clients
821Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11676 PERRY HIGHWAY
SUITE 1207
WEXFORD
PA 15090
United States
SUITE 1207
WEXFORD
PA 15090
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
724-934-8128
Other Offices
15
Financials
Total AUM
$110.5M
Accounts
1,230Discretionary
$110.5M
Accounts
1,230Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
803AUM
$87.9M
HNW Individual Clients
11AUM
$21.1M
Charitable Organization Clients
2AUM
$500K
Corporation or Business Clients
5AUM
$950K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CAFLIAINKSKYLAMAMIMONCNYOHORPARISCTNTXWAWI
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.