Southern Wealth Management LLP

Southern Wealth Management LLP (CRD# 134714) is a financial advisory firm headquartered in Dallas, TX. They manage $3,441,046,189 in 1,488 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,441
    MILLION
  • Total Number of Accounts
    1,488
    ACCOUNTS
  • Average Account Value
    $2,312,531
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, OK, TX

Financial Advisors at Southern Wealth Management LLP
Showing 1 - 10 of 25 top financial advisors.
1
Stephanie M. Bishop
CRD#: 5574465
19206 Huebner, Suite 101, San Antonio, TX 78258

Stephanie Bishop (CRD# 5574465) is an Investment Advisor Representative working at Southern Wealth Management LLP in San Antonio, TX and has over 13 years of experience in the finance industry.

2
Kim-anh T. Calla
CRD#: 6824049
5005 Lbj Freeway, Suite 1313, Dallas, TX 75244

Kim-anh Calla (CRD# 6824049) is an Investment Advisor Representative working at Southern Wealth Management LLP in Dallas, TX and has over 4 years of experience in the finance industry.

3
Philip M. Debruyn
CRD#: 1564714
5005 Lbj Freeway, Suite 1313, Dallas, TX 75244

Philip Debruyn (CRD# 1564714) is an Investment Advisor Representative working at Southern Wealth Management LLP in Dallas, TX and has over 34 years of experience in the finance industry.

4
Daniel T. Drake
CRD#: 5237738
5005 Lbj Freeway, Suite 1313, Dallas, TX 75244

Daniel Drake (CRD# 5237738) is an Investment Advisor Representative working at Southern Wealth Management LLP in Dallas, TX and has over 14 years of experience in the finance industry. Daniel Drake 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.

5
Patricia A. Friesenhahn
CRD#: 5071478
19206 Huebner, Suite 101, San Antonio, TX 78258

Patricia Friesenhahn (CRD# 5071478) is an Investment Advisor Representative working at Southern Wealth Management LLP in San Antonio, TX and has over 12 years of experience in the finance industry.

6
Tara M. Fuselier
CRD#: 6756996
601 Poydras Street, Suite 1855, New Orleans, LA 70130

Tara Fuselier (CRD# 6756996) is an Investment Advisor Representative working at Southern Wealth Management LLP in New Orleans, LA and has over 4 years of experience in the finance industry.

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

Thomas Gile (CRD# 2271184) is an Investment Advisor Representative working at Southern Wealth Management LLP in Dallas, TX and has over 13 years of experience in the finance industry.

8
Ryan R. Griffin
CRD#: 5370716
5005 Lbj Freeway, Suite 1313, Dallas, TX 75244

Ryan Griffin (CRD# 5370716) 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.

9
Carrie W. Grinnell
CRD#: 2450928
601 Poydras Street, New Orleans, LA 70130

Carrie Grinnell (CRD# 2450928) is an Investment Advisor Representative working at Southern Wealth Management LLP in New Orleans, LA and has over 8 years of experience in the finance industry.

10
Anthony J. Harvot
CRD#: 5637579
5005 Lbj Freeway, Suite 1313, Dallas, TX 75244

Anthony Harvot (CRD# 5637579) is an Investment Advisor Representative working at Southern Wealth Management LLP in Dallas, TX and has over 12 years of experience in the finance industry. Anthony Harvot 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.

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