SSB Managed Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,663,447
Clients
18
44% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
TypicalAverage account size
$2,036,858
About
SSB Managed Wealth provides investment advisory and financial planning to individuals, high-net-worth individuals, and corporate clients, and offers retirement plan consulting for employer‑sponsored plans. As of September 30, 2025, the firm reported roughly $37.85 million in discretionary assets and delivers both discretionary and non‑discretionary managed accounts and one‑time financial plans.
The firm tailors advice to client objectives, risk tolerance, and time horizon, documenting strategies in an Investment Policy Statement and employing asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term holdings as appropriate. Portfolio implementation and trade execution are provided through a third‑party manager (Savant Capital), with SSB retaining oversight, performing quarterly reviews, and emphasizing tax implications as part of its process.
SSB maintains an affiliation with an accounting practice (SSB CPAs) and discloses reciprocal referral arrangements that enable coordinated tax and business advice alongside investment services. The combination of that accounting affiliation and the firm’s retirement plan/pension consulting—supported by access to Savant’s model portfolios and administrative services—is a distinguishing feature relative to many independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Annuities
Wealth management
Fee options
Fixed financial planning fees from $1,500 to $5,000 per project
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Hourly financial planning fees from $140 to $250 per hour
Account minimum: $250,000 Minimum fee: Minimum annual fee of $2,500 per portfolio Fee-only: Financial planning fees charged as fixed fees ranging from $1,500 to $5,000 per project, or hourly fees ranging from $140 to $250 per hour
Main office location
SSB Managed Wealth, LLC
196 North Broad Street
Canfield OH 44406, United States
Number of offices
1
Most active in
SSB Managed Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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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.
Forms ADV
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