SOLIST WEALTH, LLC
Doing business as SOLIST FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$130,131,318
Discretionary
$130,131,318
Non-discretionary
$0
Firm details
- CRD number
- 329317
- SEC file number
- 801-136668
- Main office
- TAMPA, FL, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.