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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-2017
- Office Locations
- 1
Office Locations
About Sammons Wealth
Sammons Wealth Management is a Dallas-based boutique, fee-only fiduciary led by CFP professional Stephanie Sammons, with 30 years advising midlife professionals. The firm serves 50+ professionals 5-15 years from retirement (including high-income LGBTQ professionals, independent women, and couples), combining retirement planning, tax minimization, Social Security/Medicare guidance, and investment management. Client assets are held at Charles Schwab, and the firm accepts only a few new clients each year.
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Investment Themes
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Owner & Executives
STEPHANIE ANN SAMMONS
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Partner
- CRD
- #2642304
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,365,076 | -- |
| Non-Discretionary | $1,081,104 | -- |
| Total | $64,446,180 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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