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SUCCESS WEALTH MANAGEMENT LLC
CRD 299094 · SEC 801-129100
11676 PERRY HIGHWAY, SUITE 1207, WEXFORD, PA, 15090, United States
Phone
724-934-8128
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.5M
Discretionary AUM
$110.5M
Team
15 total employees; 15 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 803 | $87.9M |
| High net worth individuals | 11 | $21.1M |
| Charitable organizations | 2 | $500K |
| Corporations/business entities | 5 | $950K |
States served
CA, IN, IA, KS, KY, LA, MA, MI, NY, NC, OH, OR, PA, RI, SC, TN, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD