Success Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Success Wealth Management reports 821 clients. They include 803 individual clients, 11 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 100.0% ($110M across 1,230 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 98% | 80% |
| High-net-worth individuals | 1% | 19% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 803 | $87.9M | 79.6% | $109K |
| High-net-worth individuals | 11 | $21.1M | 19.1% | $1.92M |
| Charitable organizations | 2 | $500K | 0.5% | $250K |
| Corporations and other businesses | 5 | $950K | 0.9% | $190K |
| Total | 821 | $110M | 100% | $135K |
- Clients
- 803
- Regulatory AUM
- $87.9M
- AUM share
- 79.6%
- Avg. per client
- $109K
- Clients
- 11
- Regulatory AUM
- $21.1M
- AUM share
- 19.1%
- Avg. per client
- $1.92M
- Clients
- 2
- Regulatory AUM
- $500K
- AUM share
- 0.5%
- Avg. per client
- $250K
- Clients
- 5
- Regulatory AUM
- $950K
- AUM share
- 0.9%
- Avg. per client
- $190K
Total
- Clients
- 821
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- $135K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Success Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a negotiable flat fee of up to $5,000, due on delivery of the completed plan.
Brian Goldman owns 75% or more of Success Wealth Management. The leadership team of Success Wealth Management includes Chief Compliance Officer Brian Goldman. It has 15 employees.
Staff
- 15 employees
- 15 in advisory functions
- 15 state-registered reps
- 15 insurance agents
- Owns 75% or more of Success Wealth Management LLC
Brian Goldman
Control person · since July 2018
Success Wealth Management’s regulatory assets grew 2.8× from $40.1M (July 2024) to $110M (September 2026); clients rose from 544 to 821 and employees from 13 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $110M | 821 | 15 | 15 |
| Apr 2025April 2025 | $66M | 745 | 13 | 14 |
| Jul 2024July 2024 | $40.1M | 544 | 13 | 13 |
Besides its headquarters, Success Wealth Management has 14 offices (4 private residences, listed without an address), with 11 listed addresses across 7 states.
Michigan · 3 listed addresses
- 8468 M-119, Harbor Springs
- 760 S. Monroe St, Monroe
- 2062 N. US 31 S, Traverse City
Massachusetts · 2 listed addresses
- 1680 Gar Highway, Somerset
- 20 Liberty Ave, Medford
Rhode Island · 2 listed addresses
- 555 Metacom Ave, Bristol
- 275 West Natick RD, Warwick
California · 1 listed address
- 5808 Telephone Road, Ventura
Pennsylvania · 1 listed address
- 11676 Perry Highway, Suite 1207, WexfordHQ
Texas · 1 listed address
- 1101 Arrow Point DR, Cedar Park
Wisconsin · 1 listed address
- 1215 Eastern Ave, Plymouth
Contact and registration details
- Legal name
- Success Wealth Management LLC
- Headquarters
- 11676 Perry Highway, Suite 1207, Wexford, PA 15090
- Website
- successwealth.org
- Phone
- 724-934-8128
- @success-wealth-management-llc
- SEC file
- 801-129100
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Success Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($93M, 84%) and Altruist ($17.5M, 16%). Success Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $93M84%
- AltruistAltruist · Culver City, CA · $17.5M16%
At year end, Success Wealth Management’s separately managed accounts were mostly in funds (64%) and bonds (16%).
What the accounts hold
- Stocks15%
- Exchange-traded equities13%
- Non-exchange-traded equities2%
- Funds64%
- Registered funds60%
- Pooled vehicles4%
- Bonds16%
- U.S. government and agency bonds9%
- Investment grade corporate bonds5%
- State and local bonds2%
- Cash5%
How many clients does Success Wealth Management have?
Success Wealth Management has 821 clients and manages $110 million for them, as of September 2026. They include 803 individual clients, 11 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Success Wealth Management offer?
Success Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Success Wealth Management use?
Success Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $93M and Altruist (Culver City, CA), with $17.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Success Wealth Management have?
Success Wealth Management has 15 investment adviser representatives registered with state securities authorities, out of 15 employees, and 15 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Success Wealth Management invest in?
At the end of its last fiscal year, Success Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 9% U.S. government and agency bonds, 5% investment grade corporate bonds, 5% cash and equivalents, 4% pooled vehicles (private funds and similar), 2% non-exchange-traded equities and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Success Wealth Management?
Success Wealth Management’s direct owner is Brian Goldman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Success Wealth Management get paid?
Success Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Success Wealth Management?
Success Wealth Management’s main office is at 11676 Perry Highway, Suite 1207, Wexford, PA 15090. Its phone number is 724-934-8128. Its website is successwealth.org.
