# SSB Managed Wealth, LLC

> SSB Managed Wealth, LLC is a state-registered investment advisory firm in Canfield, OH, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 28, 2025.

- CRD: 305976
- Filed as: SSB MANAGED WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Canfield, OH
- Filing period: October 2026
- Form ADV filing dated: October 28, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305976
- AdvisorCensus page: https://advisorcensus.com/firm/ssb-managed-wealth-llc-canfield-oh-305976

## Quick answers

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

**Where is SSB Managed Wealth, LLC located?**
SSB Managed Wealth, LLC's principal office is in Canfield, OH, according to its Form ADV.

**Is SSB Managed Wealth, LLC registered with the SEC or a state?**
SSB Managed Wealth, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305976.

**How much does SSB Managed Wealth, LLC manage?**
SSB Managed Wealth, LLC reports $37,849,032 in regulatory assets under management in its Form ADV filing dated October 28, 2025 (100% discretionary).

**What types of clients does SSB Managed Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (8).

**Does SSB Managed Wealth, LLC 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/305976

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,849,032
- Discretionary: $37,849,032
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,659,666 |
| High net worth individuals | 8 | $34,003,781 |
| Charitable organizations | Fewer than 5 | $1,185,585 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ssb-cpa.com
- Facebook @SSBCPA
- LinkedIn @schroedel-scullin-&-bestic-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SSB Managed Wealth, LLC (CRD 305976): Form ADV filing data as of October 2026.