S&S Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
S&S Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations and business entities, offering continuous investment supervisory services and portfolio management on either a discretionary or non‑discretionary basis. The firm also provides retirement plan sponsor consulting and personal money management counseling negotiated on a case‑by‑case basis, operating as a team of four investment advisor representatives managing roughly $154 million for about 315 clients.
The firm follows a tactical strategy that combines technical charting and relative strength analysis to time buy/sell decisions, with fundamental research used to confirm security selection. Portfolios may include individual securities, mutual funds, ETFs (including commodity and leveraged ETFs), master limited partnerships and allocations to unaffiliated independent managers, and each investment advisor representative maintains a separate book of business and may apply distinct strategies for their clients.
Operationally, the firm requires clients to custody assets at Schwab Institutional and discloses receipt of institutional services and discounted technology support from Schwab. S&S’s representatives are also registered with a broker‑dealer and may implement recommendations on a commission basis or sell insurance products, and the firm may receive referral fees—arrangements the brochure identifies as potential conflicts of interest and discloses for clients’ consideration.
Client services
Expertise
Fee options
$1.00 - $1,000,000: 1.0% $1,000,001 - $5,000,000: 0.8% $5,000,001 - $10,000,000: 0.7% $10,000,001 - $20,000,000: 0.6% $20,000,001 - Negotiable: Negotiable
Clients may engage representatives to purchase investment products on a commission basis; commissions vary and include ongoing 12b-1 trailing commissions.
Personal Money Management Counseling fees are negotiated on a case-by-case basis depending on complexity and time required.
Main office
2505 N. Highway 360, Suite 490
Grand Prairie TX 75050
Advisors at this office
4
Most active in
Louisiana · Oklahoma · Texas
Also doing business as
S & S Wealth Management, L.P. · S&S Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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