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SSB Managed Wealth
SSB Managed Wealth, LLC is an SEC-registered investment adviser in Canfield, OH. The firm manages approximately $38 million in assets.
SSB Managed Wealth
SSB Managed Wealth, LLC is an SEC-registered investment adviser in Canfield, OH. The firm manages approximately $38 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
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Corporate office
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Frequently asked questions
Who controls SSB Managed Wealth?
The firm is registered as SSB MANAGED WEALTH, LLC, indicating limited liability company structure. Public records do not disclose the principals or beneficiaries behind this entity, which is typical for closely held family offices.
What is the investment strategy of SSB Managed Wealth?
The firm's strategy is not publicly detailed. Based on its classification as a single-family office, likely priorities include capital preservation, multi-generational wealth transfer, and diversification across asset classes such as equities, fixed income, and alternative investments.
Does SSB Managed Wealth make direct investments?
No public information confirms direct investment activity. Single-family offices often engage in direct deals or co-invest alongside external managers, but absent disclosures, this remains unconfirmed.
Where is SSB Managed Wealth based?
The firm's headquarters location is not publicly disclosed. The corporate address associated with its LLC registration may be available through state business filings but is not published on any official website.
How is SSB Managed Wealth different from a multi-family office?
As a single-family office, SSB Managed Wealth serves one family exclusively, allowing tailored investment and administrative services. Multi-family offices pool resources across multiple families, which can reduce costs but may offer less customization.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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