The SUCCESS WEALTH MANAGEMENT is a privately held investment adviser that advises $110.47mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SUCCESS WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 482.96% over the last 5-years.
The Group has been registered with the SEC for 2.67 years and is comprised of 1 filing and 0 relying advisers. They operate out of 13 office locations with their Headquarters at 11676 PERRY HIGHWAY SUITE 1207, WEXFORD, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 15 employees comprised of 15 investment and 0 non-investment staff. The total number of Employees increased by 150% over the last 5-years.
Their $110.47mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 7 other accounts. Assets of Individuals clients own $87.9mn or 79.57% of Total Assets and High Net Worth Individuals own $21.12mn or 19.12% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SUCCESS WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.