Solidarity Wealth, LLC

Overview

Solidarity Wealth, LLC is an independent registered investment adviser that focuses on individual and family clients. The firm was SEC-registered in 2021 and operates as a limited liability company owned by a domestic entity and an individual. Its core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside subscription and fixed-fee options. The firm is not identified as an active ESG investor and is not a multi-state adviser per the filing. The firm maintains several industry relationships—listed affiliations include other investment advisers, a law firm, and roles as sponsor, general partner, or managing member of pooled investment vehicles. The filing characterizes Solidarity Wealth as not functioning as a capital allocator in the institutional sense.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices