SSB WEALTH MANAGEMENT, INC.
C29
CRD 306510·SEC 801-117848·VIENNA, VA
AUM
$2.73B
$1B+
Est. Revenue
$27.3M
@ 1% on AUM
Est. EBITDA
$8.2M
@ 30% margin
Est. Deal Value
$65.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $1.58B
'22 · $1.69B
'23 · $2.08B
'25 · $2.38B
'26 · $2.73B
'21'26
$1.58B → $2.73B▲ +73%
Client mix
| Individuals Other | 727 |
| Individuals High Net Worth | 707 |
| Charitable Organizations | 20 |
| Corporations | 3 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'21 · 11 advisors
'22 · 11 advisors
'23 · 12 advisors
'25 · 13 advisors
'26 · 15 advisors
'21'26
11 advisors → 15 advisors▲ +36%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
17801 GEORGIA AVENUEOLNEY, MD 20832
Business
17801 GEORGIA AVENUEOLNEY, MD 20832
Edgar Recent Filings
13F-HR2025-05-12 · 0001104659-25-047269
13F-HR2025-02-11 · 0001104659-25-011212