Ssb Wealth Management, Inc.
- Regulatory AUM
- $2.7B
- Discretionary
- $1.4B
- Clients
- 1,458
- Avg AUM / client
- $1.9M
- Accounts
- 5,377
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 727 | $302M | 11.1% |
| High net worth individuals | 707 | $2.3B | 85.3% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 1 | $142K | 0.01% |
| Charitable organizations | 20 | $96.6M | 3.54% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 3 | $3.2M | 0.12% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Trimetrix, Inc. 401(k) Plan Trimetrix, Inc. | 2024 |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron, Kaslow | Secretary | Jan 2020 (7y) | Less than 5% | |
| Caceres, Ramiro, Louis | Director | Jan 2020 (7y) | Less than 5% | |
| Charles Ellis Rembert | Chief Executive Officer, Director | CFP | Jan 2020 (7y) | Less than 5% |
| Cullum, Charles | Treasurer, Director | Jan 2020 (7y) | Less than 5% | |
| Newton Gay Pendleton | President, Director | CFP | Jan 2020 (7y) | Less than 5% |
| Lam, Anh, Ngoc | Chief Compliance Officer | Aug 2020 (6y) | Less than 5% | |
| Brett William Roper | Registered representative | CFP | Mar 2020 (6y) | |
| Daniel E Jackson | Registered representative | CFP | Mar 2020 (6y) | |
| Dwayne Anthony Jackson | Registered representative | Mar 2020 (6y) | ||
| David Seth Tebor | Registered representative | CFP | Mar 2020 (6y) | |
| Elizabeth Frances Drew Verdi | Registered representative | CFP | Mar 2020 (6y) | |
| Elizabeth Steiner Clough | Registered representative | CFP | Mar 2020 (6y) | |
| John Kenneth Wolff | Registered representative | CFP | Mar 2020 (6y) | |
| Leslie David Irby | Registered representative | CFP | Mar 2020 (6y) | |
| Nicole Marie Mongeon | Registered representative | CFP | Sep 2020 (6y) | |
| Daniel Joseph Larrabee | Registered representative | CFP | Jun 2021 (5y) | |
| Bob Brafo Amoako | Registered representative | Aug 2023 (3y) | ||
| Payton Adam Rembert | Registered representative | May 2025 (1y) | ||
| Jeffrey Allen Canavan | Registered representative | CFA | Jun 2025 (1y) | |
| Tyler Theodore Morris | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sandy Spring Bank | Shareholder | Nov 2019 | A | 75% or more |
| Sandy Spring Bancorp, Inc. | Shareholder | Nov 2019 | B | ≈ 56.25% – 100% via Sandy Spring Bank |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sandy Spring Bancorp, Inc.: 75% – 100% of Sandy Spring Bank × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Trimetrix, Inc. 401(k) Plan | Trimetrix, Inc. | 140 | $11.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.6B (94% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗