SOUTHERN WEALTH MANAGEMENT LLP

DALLAS, Texas·15 registered advisors·CRD# 134714
SEC# 801-640713972-661-4600
01

Firm Overview

AUM
$2.3B
Regulatory assets under management
Employees
50
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOUTHERN WEALTH MANAGEMENT LLP

15 registered advisors
Anne F. Jones
DALLAS, Texas
Anthony Charl Debruyn
DALLAS, Texas
Brandon Heath Kershaw
DALLAS, Texas
Daniel Thomas Drake
DALLAS, Texas
Jeremy Thomas Head
DALLAS, Texas
Katherine M. Gibert
DALLAS, Texas
Kelly Marie Hendrick Pattillo
DALLAS, Texas
Laura Marie Sweeney
DALLAS, Texas
Michael Alan Horlick
DALLAS, Texas
Michael Lane Olson
DALLAS, Texas
Nimisha P Rana
DALLAS, Texas
Philip Mark Debruyn
DALLAS, Texas
Richard William Jones
DALLAS, Texas
Shane Darren Price
DALLAS, Texas
Thomas Samuel Gile
DALLAS, Texas
05

Office Locations

DALLAS, Texas
15 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SOUTHERN WEALTH MANAGEMENT LLP (CRD# 134714) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.