SAMMONS WEALTH

Overview

Sammons Wealth is an independent, individual-owned Registered Investment Adviser focused on serving individual and family clients. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Its investment approach is built around public mutual funds as the primary vehicle for client portfolios, supplemented by third‑party alternative managers where appropriate. Fee arrangements include both percentage-of-AUM billing and fixed fees, and the adviser operates largely on a discretionary basis, indicating it executes client mandates under authority retained from clients. Client relationships appear concentrated and customized: the adviser manages a relatively small number of high‑value client relationships across multiple accounts, which suggests multi‑account household structures, taxable and tax‑advantaged account mixes, and the use of separate account management or model portfolios implemented with mutual funds as the core holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices