DISCIPLINE WEALTH SOLUTIONS, INC.
SEC Form ADV profile.
Total regulatory AUM
$746,683,310
Discretionary
$741,515,694
Non-discretionary
$5,167,616
Firm details
- CRD number
- 315846
- SEC file number
- 801-122049
- Main office
- GREENVILLE, SC, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.