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 provides fee-based portfolio management services to individual and family clients as well as institutional and business accounts. Its advisory offerings explicitly include portfolio management for individuals and small businesses and portfolio management for businesses or institutions. Ownership is held privately (individual owner), and the firm charges a percentage-of-AUM fee for its services. Solid Point does not characterize itself as an active ESG investor and is not identified as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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