Ssa Wealth Advisors

$817.5MAssets under management
as of Mar 2026 · SEC Form ADV
Zurich
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Tech stack

No one at Ssa Wealth Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Ssa Wealth Advisors's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Banco Santander International Sa
Per Form ADV · $253M held · filed Sep 2024
Banque Syz Sa
Per Form ADV · $181M held · filed Sep 2024