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James Mathew Artman

SUCCESS WEALTH MANAGEMENT LLC·PITTSBURGH, Pennsylvania
SIE, Series 7, Series 26, Series 63Clean recordSUCCESS WEALTH MANAGEMENT LLC
875 GREENTREE ROAD BUILDING 7, PITTSBURGH, PA 15220CRD# 4203608Firm CRD# 299094

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Mathew Artman · PITTSBURGH, PA
Registration
CRD #4203608 · SUCCESS WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SUCCESS WEALTH MANAGEMENT LLC
CRD 299094 · SEC 801-129100
AUM
$40M
Regulatory assets under management
Employees
14
676 client accounts
Services offered by SUCCESS WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUCCESS WEALTH MANAGEMENT LLC →
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Frequently Asked Questions

What services does James Mathew Artman offer?
James Mathew Artman specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are James Mathew Artman's credentials?
James Mathew Artman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Mathew Artman located?
James Mathew Artman is based in PITTSBURGH, Pennsylvania, working with SUCCESS WEALTH MANAGEMENT LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does James Mathew Artman charge for services?
James Mathew Artman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUCCESS WEALTH MANAGEMENT LLC?
SUCCESS WEALTH MANAGEMENT LLC has approximately 14 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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WEXFORD, PA

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