RIA Intel›Advisers›Virginia›SSB WEALTH MANAGEMENT, INC.

SSB WEALTH MANAGEMENT, INC.

Advisory

N·VIENNA, VA

Data as of Jul 28, 2026 · Source: SEC Form ADV

Total AUM

$2.7B

1-Year AUM Growth

+23.2%

3-Year CAGR

+7.8%

Employees

15

Assets Under Management

Total AUM$2.7B

Discretionary AUM$1.4B

Non-Discretionary AUM$1.4B

Discretionary %49.7%

Total Clients1,390

Team

Total Employees15

Investment Advisers20

Employee Growth (1Y)+8.3%

Filing History

Total Filings on Record21

First FilingNov 23, 2019

Latest FilingJul 28, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SSB WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.