# Sammons Wealth

> Sammons Wealth is a state-registered investment advisory firm in Dallas, TX, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 286284
- Filed as: SAMMONS WEALTH
- Legal name: Sammons Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286284
- AdvisorCensus page: https://advisorcensus.com/firm/sammons-wealth-dallas-tx-286284

## Quick answers

**How is Sammons Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Sammons Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Sammons Wealth located?**
Sammons Wealth's principal office is in Dallas, TX, according to its Form ADV.

**Is Sammons Wealth registered with the SEC or a state?**
Sammons Wealth is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286284.

**How much does Sammons Wealth manage?**
Sammons Wealth reports $64,446,180 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (98% discretionary).

**What types of clients does Sammons Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (7).

**Does Sammons Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286284

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $64,446,180
- Discretionary: $63,365,076
- Non-discretionary: $1,081,104

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,798,441 |
| High net worth individuals | 26 | $60,472,220 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,175,519 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sammonswealth.com
- Facebook @sammonswealth
- Instagram @sammonswealth
- Instagram @stephaniesammons
- LinkedIn @stephaniesammons
- X @STEPHSAMMONS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sammons Wealth (CRD 286284): Form ADV filing data as of October 2026.