Solid Point Wealth Advisors, LLC

Overview

Solid Point Wealth Advisors, LLC is an SEC-registered investment adviser formed as an LLC and registered in 2022. The firm is individually owned and charges clients on a percentage-of-assets-under-management basis. Its client mix spans high-net-worth individuals and families as well as institutional and business accounts, and the firm’s stated advisory activities focus on portfolio management for both individual/small-business clients and for businesses or institutions. The firm does not identify as an active ESG investor, does not act as a capital allocator to third-party managers, and is not classified as a multi-state adviser under the reported data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices