RIA Intel›Advisers›Ohio›SSB MANAGED WEALTH, LLC

SSB MANAGED WEALTH, LLC

Advisory

CANFIELD, OH

Data as of Oct 28, 2025 · Source: SEC Form ADV

Average account
$923K
across 41 accounts
AUM per adviser
$38M
1 adviser

Source: SEC Form ADV. Figures as filed Oct 28, 2025.

Total AUM
$38M
Discretionary %
100%
Clients
18
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndSeptember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

NORTHWEST ADVISORY INC
DAYTON, OH
$38M
-4.7% 1Y
MANAGERLINK.COM LLC
CLEVELAND, OH
$38M
FORECAST MANAGEMENT GROUP INC
ROCKY RIVER, OH
$38M
0.0% 1Y
CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
BROADVIEW HEIGHTS, OH
$38M
-18.5% 1Y
INVESTMENT CONSULTING & RESEARCH INC.
CENTERVILLE, OH
$38M
+9.0% 1Y
FRACTAL FINANCIAL DESIGN, LLC
$37M

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