SSA WEALTH ADVISORS

RIASEC RegisteredEst. 2012

Total AUM

$817M

Discretionary

$551M

67% of AUM

Avg account

$5.3M

Accounts

154

Employees

Advisory reps

Firm details

Headquarters: ZURICH,
CRD number: 161357
Registered since: March 29, 2012
Website: www.ssa-wa.com
Custodians: BSISA, BANQUE SYZ SA, BANCO SANTANDER INTERNATIONAL SA, BAHAMAS BRANCH
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses57.11%
HNWI33.96%
Individuals8.1%
Other0.84%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

SSA Wealth Advisors is a corporate registered investment adviser that has been SEC-registered since 2012. Ownership is reported as a mix of an individual and a foreign entity. The firm serves both high-net-worth individuals and families as well as institutional clients, providing portfolio management services geared toward individuals and small businesses. Its fee model combines a percentage-of-assets-under-management structure with performance-based fees, which can support arrangements tied to absolute or relative performance for certain mandates. The firm does not position itself as an ESG-focused investor and is not a multistate adviser. It is not identified as a capital allocator or a pension consultant and does not report a related adviser relationship. SSA lists an industry affiliation with banking or thrift institutions, which may influence custodial or operational ties.