Data / Investment advisers / Virginia / Rembert Pendleton Jackson
Rembert Pendleton Jackson, Vienna, VA: $2.7 billion AUM, SEC registered investment adviser
Rembert Pendleton Jackson is an SEC registered investment adviser with its main office in Vienna, Virginia and reports $2.7 billion in regulatory assets under management in its Form ADV filed August 12, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 306510
- SEC file number
- 801-117848
- SEC status
- Approved, effective January 2, 2020
- Legal name
- SSB Wealth Management, Inc.
- Main office
- 1945 Old Gallows Road Suite 750, Vienna, VA 22182
- Phone
- (703) 821-6655
- Regulatory AUM
- $2,725,709,202 in the Form ADV filed August 12, 2026
- Discretionary AUM
- $1,353,462,826
- Non discretionary AUM
- $1,372,246,376
- Accounts
- 5,377
- Employees
- 20, of which 15 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 707 | $2.32 billion |
| Individuals (other than high net worth individuals) | 727 | $301.9 million |
| Charitable organizations | 20 | $96.6 million |
| Corporations or other businesses | 3 | $3.2 million |
| Pension and profit sharing plans | 1 | $141,978 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.73 billion | March 30, 2026 |
| December 1, 2025 | $2.38 billion | November 3, 2025 |
Other advisers in Vienna
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Glassman Wealth Services, LLC | Vienna | $2.56 billion | Not listed | adviserinfo.sec.gov |
| Navy Federal Investment Services, LLC | Vienna | $2.10 billion | Not listed | adviserinfo.sec.gov |
| D'Orazio Wealth Advisors | Vienna | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Yeske Buie Inc. | Vienna | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Allegiance Financial Group | Vienna | $675 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Vienna, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Rembert Pendleton Jackson on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.