Success Wealth Management LLC
Firm details
- Headquarters
- Wexford, Pennsylvania
- CRD number
- 299094
- Registered since
- November 30, 2023
- Website
- www.successwealth.org
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals79.57%
- HNWI19.12%
- Corporations / Businesses0.86%
- Charitable Organizations0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Success Wealth Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and bills using a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm identifies itself as a capital allocator, indicating it places client assets into outside managers and funds in addition to on‑platform investments. Success Wealth Management reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities13%
- US Government Bonds9%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Kelly Bandli
Chief Information OfficerCRD 5547367
Brian Goldman
Chief Compliance Officer, Investment Advisor RepresentativeCRD 5759453
Contacts
3 of 13
Nicholle Zoltaszek
Investment Adviser RepresentativeCRD 5494083
Gregory Brawn
Investment Adviser RepresentativeCRD 5693195
Travis Streblow
Investment Adviser RepresentativeCRD 5609230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wexford, PA
Allegheny
Location
Wexford, PA
Headquartered in Wexford, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 11676 Perry Hwy
- Time zone
- ET (UTC-5)
- Office locations
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