# SSB Managed Wealth

SSB Managed Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 305976
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305976

## About

SSB Managed Wealth, LLC is a state-registered investment adviser in Canfield, OH. The firm manages approximately $38 million in assets. It has 1 employee and 1 investment adviser.

## Questions

### 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.

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- [Advocacy Financial LLC](https://altss.com/profile/advocacy-financial-llc)
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Last updated: 2026-07-06T01:24:25.865Z

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