Solidity Financial LLC
Firm details
- Headquarters
- Shoreview, Minnesota
- CRD number
- 157308
- Website
- www.mysolidity.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.59%
- Individuals43.26%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Solidity Financial LLC is an independent, individual-owned registered investment adviser serving primarily individual and family clients. The firm charges fees based on a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. Solidity identifies as a single-state adviser and does not position itself as an ESG-focused manager or a pension consultant. It is not a capital allocator or a related adviser; instead it relies on third-party managers for alternative exposures. The firm lists an accountant among its industry affiliations.
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
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Brandon Wood
CEOCRD 4671788
Contacts
2 of 2Warren Mesenbring
PartnerCRD 6320719

Charles Scott
General ManagerCRD 5541631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Shoreview, MN
Ramsey
Location
Shoreview, MN
Headquartered in Shoreview, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 520 Highway 96 W
- Time zone
- CT (UTC-6)
- Office locations
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