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Sammons Wealth
SAMMONS WEALTH is a state-registered investment adviser in DALLAS, TX. The firm manages $64 million in regulatory assets, $63 million on a discretionary basis.
Overview
SAMMONS WEALTH is a state-registered investment adviser in DALLAS, TX. The firm manages $64 million in regulatory assets, $63 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What investment strategies does Sammons Wealth pursue?
The office employs a diversified strategy spanning private equity, real estate, public equities, and fixed income. It favors direct co-investments and fund commitments, with a focus on North America and selective global opportunities. The approach is long-term and preservation-oriented.
How does Sammons Wealth source investment opportunities?
Sourcing relies on direct relationships with fund managers and co-investment partners. The office uses internal due diligence teams to evaluate opportunities and often invests alongside established institutional players.
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