SOLID POINT WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$119,670,103
Discretionary
$119,670,103
Non-discretionary
$0
Firm details
- CRD number
- 323093
- SEC file number
- 801-126623
- Employees
- 8
- SEC status
- Approved
- Website
- https://www.solidpointwealth.com
- Fee structure
-
Percentage of AUM
As of October 2026.