Solid Point Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 323093
- Registered since
- September 23, 2022
- Website
- solidpointwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.11%
- Corporations / Businesses14.69%
- Individuals14.2%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Solid Point Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owner-operated and charges fees based on a percentage of assets under management. Its client mix spans individuals and families as well as institutional and business accounts. Advisory services focus on portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify as an active ESG investor and is not listed as a capital allocator on the FINTRX snapshot.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- State & Local Bonds3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 7
Antony Desorbo
Co-FounderCRD 3115838
Christopher Roop
PartnerCRD 4902106
Bryan Burdick
PartnerCRD 4811213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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