# Sammons Wealth

Sammons Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://sammonswealth.com
- **LinkedIn:** https://www.linkedin.com/company/stephaniesammons

## Regulatory record

- **CRD number:** 286284
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286284

## About

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.

## 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.

## Related profiles

- [JAMES HAMBRO & PARTNERS LLP](https://altss.com/profile/james-hambro-and-partners-llp)
- [Algebris Investments](https://altss.com/profile/algebris-uk-limited)

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Last updated: 2026-07-06T01:24:24.904Z

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