LP Profile

SSB&T Wealth Management

Also known as ssb and t wealth

Wealth ManagerFredericksburg, United StatesFounded 2023
Fredericksburg
Headquarters
Investment Focus

About SSB&T Wealth Management

Financial planning and investment management firm focused on understanding your aspirations and building trust through integrity and reliability. We help during life changes and provide services like investment management, business retirement plans, and tailored wealth management

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to SSB&T Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$445.1M
Total Clients
168
Filing Date
February 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is SSB&T Wealth Management?

SSB&T Wealth Management is a wealth manager based in Fredericksburg, United States.

Where is SSB&T Wealth Management headquartered?

SSB&T Wealth Management is headquartered in Fredericksburg, United States.

When was SSB&T Wealth Management founded?

SSB&T Wealth Management was founded in 2023.

How can I contact SSB&T Wealth Management?

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