Southern Wealth Management LLP

Southern Wealth Management LLP (CRD# 134714) is a financial advisory firm headquartered in Dallas, TX. They manage $2,186,583,466 in 1,257 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,187
    MILLION
  • Total Number of Accounts
    1,257
    ACCOUNTS
  • Average Account Value
    $1,739,525
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Southern Wealth Management LLP
Showing 1 - 10 of 18 top financial advisors.
1
Jeremy T. Head
CRD#: 2595329
601 Poydras Street, Suite 1855, New Orleans, LA 70130
96
Wealthminder
score

Jeremy Head (CRD# 2595329) is an Investment Advisor Representative working at Southern Wealth Management LLP in New Orleans, LA and has over 21 years of experience in the finance industry. Jeremy Head has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael A. Horlick
CRD#: 2651456
5005 Lbj Freeway, Suite 920, Dallas, TX 75244
96
Wealthminder
score

Michael Horlick (CRD# 2651456) is an Investment Advisor Representative working at Southern Wealth Management LLP in Dallas, TX and has over 20 years of experience in the finance industry. Michael Horlick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew Q. Huggins
CRD#: 4023083
19206 Huebner, Suite 101, San Antonio, TX 78258
96
Wealthminder
score

Matthew Huggins (CRD# 4023083) is an Investment Advisor Representative working at Southern Wealth Management LLP in San Antonio, TX and has over 17 years of experience in the finance industry. Matthew Huggins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Stephanie M. Bishop
CRD#: 5574465
19206 Huebner, Suite 101, San Antonio, TX 78258
93
Wealthminder
score

Stephanie Bishop (CRD# 5574465) is an Investment Advisor Representative working at Southern Wealth Management LLP in San Antonio, TX and has over 8 years of experience in the finance industry.

5
Daniel T. Drake
CRD#: 5237738
5005 Lbj Freeway, Suite 920, Dallas, TX 75244
93
Wealthminder
score

Daniel Drake (CRD# 5237738) is an Investment Advisor Representative working at Southern Wealth Management LLP in Dallas, TX and has over 10 years of experience in the finance industry.

6
Patricia A. Friesenhahn
CRD#: 5071478
19206 Huebner, Suite 101, San Antonio, TX 78258
93
Wealthminder
score

Patricia Friesenhahn (CRD# 5071478) is an Investment Advisor Representative working at Southern Wealth Management LLP in San Antonio, TX and has over 7 years of experience in the finance industry.

7
Thomas S. Gile
CRD#: 2271184
5005 Lbj Freeway, Suite 340, Dallas, TX 75244
93
Wealthminder
score

Thomas Gile (CRD# 2271184) is an Investment Advisor Representative working at Southern Wealth Management LLP in Dallas, TX and has over 8 years of experience in the finance industry.

8
Ryan R. Griffin
CRD#: 5370716
5005 Lbj Freeway, Suite 920, Dallas, TX 75244
93
Wealthminder
score

Ryan Griffin (CRD# 5370716) is an Investment Advisor Representative working at Southern Wealth Management LLP in Dallas, TX and has over 5 years of experience in the finance industry.

9
Kelly M. Hendrick Pattillo
CRD#: 5451053
5005 Lbj Freeway, Suite 920, Dallas, TX 75244
93
Wealthminder
score

Kelly Hendrick Pattillo (CRD# 5451053) is an Investment Advisor Representative working at Southern Wealth Management LLP in Dallas, TX and has over 8 years of experience in the finance industry.

10
Richard W. Jones
CRD#: 3225373
19206 Huebner, Suite 101, San Antonio, TX 78258
93
Wealthminder
score

Richard Jones (CRD# 3225373) is an Investment Advisor Representative working at Southern Wealth Management LLP in San Antonio, TX and has over 17 years of experience in the finance industry.

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