$37.8M Total AUM
$37.8M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2019
- Office Locations
- 1
Office Locations
196 North Broad Street Canfield OH
About SSB Managed Wealth, LLC
Schroedel, Scullin & Bestic (SSB) is a Canfield, OH CPA and strategic advisory firm serving businesses across Northeast Ohio and Western Pennsylvania. Through its SSB Managed Wealth arm, the team provides tax-aware financial planning and portfolio management for business owners and entrepreneurs, using ETFs and municipal bonds in client accounts custodied at Charles Schwab.
Team overview
39 AVG AGE
$37.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRIS GABRICK
Principal, TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
D
DENISE HARLAN
Principal, VICE PRESIDENT
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,849,032 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,849,032 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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