Southern Wealth Management LLP
Legal Name: SOUTHERN WEALTH MANAGEMENT LLP
Full Contact Details
Southern Wealth Management LLP
5005 LBJ FREEWAY, SUITE 1313, DALLAS, TX
972-661-4600
972-934-8310
Other Info
Southern Wealth Management LLP is a TX Limited Liability Partnership that is approved by the U.S. Securities and Exchange Commission, with a registration date of Apr 14, 2005. With 53 employees, out of which 26 are in advisory roles, the firm serves 119 clients, providing professional financial management services.
Southern Wealth Management – Because trust is a precious currency.™
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Direct Owners
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ANNE F. JONES
PARTNER owns less than 5%
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ANTHONY CHARL DEBRUYN
PARTNER owns less than 5%
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GERY JOSEPH SADZEWICZ
CHIEF COMPLIANCE OFFICER owns less than 5%
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JEREMY THOMAS HEAD
PARTNER owns more than 5% but less than 10%
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KATHERINE EDGE MCCLOSKEY
PARTNER owns more than 5% but less than 10%
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LAURA MARIE SWEENEY
PARTNER owns more than 5% but less than 10%
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MICHAEL ALAN HORLICK
PARTNER owns less than 5%
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MICHAEL LANE OLSON
PARTNER owns more than 10% but less than 25%
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PHILIP MARK DEBRUYN
PARTNER owns more than 5% but less than 10%
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RICHARD WILLIAM JONES
PARTNER owns more than 10% but less than 25%
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THOMAS SAMUEL GILE
PARTNER owns more than 10% but less than 25%