Ssb&t Wealth Management, LLC
Ssb&t Wealth Management, LLC is an SEC-registered wealth manager in Fredericksburg, TX with $445.1M assets under management (AUM, regulatory AUM), +345% over one year. See who owns Ssb&t Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328102, SEC 801-128817, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $445.1M (2026-02-23)
- Firm type
- Wealth Manager
- Location
- Fredericksburg, TX
- Employees
- 6
- Clients
- 168
- CRD
- 328102
- Ownership
- KRAMER, EDWARD, WILLIAM; SECURITY STATE BANK AND TRUST; SECURITY HOLDING COMPANY
How much AUM does Ssb&t Wealth Management, LLC have?
Ssb&t Wealth Management, LLC reported $445.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Ssb&t Wealth Management, LLC?
Disclosed owners and executives of Ssb&t Wealth Management, LLC include KRAMER, EDWARD, WILLIAM, SECURITY STATE BANK AND TRUST, SECURITY HOLDING COMPANY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.