S&s Wealth Management
S&s Wealth Management is an SEC-registered mass-market adviser in Grand Prairie, TX with $153.8M assets under management (AUM, regulatory AUM), +22% over one year. See who owns S&s Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130652, SEC 801-126309, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $153.8M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Grand Prairie, TX
- Employees
- 3
- Clients
- 315
- CRD
- 130652
- Ownership
- SMITH, STACEY, LEIGH; SHORT & SMITH MANAGEMENT, INC; SHORT, LOUISE, HAMILTON
How much AUM does S&s Wealth Management have?
S&s Wealth Management reported $153.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns S&s Wealth Management?
Disclosed owners and executives of S&s Wealth Management include SMITH, STACEY, LEIGH, SHORT & SMITH MANAGEMENT, INC, SHORT, LOUISE, HAMILTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.