SSB&T WEALTH MANAGEMENT, LLC

Fredericksburg, United States · CRD 328102

SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$445.1m
Main clients (by assets)Banks 49%, High net worth individuals 31%, Pension plans 8%
Websitessbtwealth.com
Form ADV · 2026-02-23SEC adviser record

Kindinstitutions
Others nearbyFredericksburg, TX, Austin, TX, Kerrville, TX

As an employer

Staff (Form ADV)6 · 3 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Fredericksburg, TX (main office)United States	United States	about 1
Bee Cave, TXUnited States	United States	1
Kerrville, TXUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.