SOLSTICE WEALTH
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 281950
- Website
- www.solsticewealth.co
- Custodians
- BETTERMENT, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals52.83%
- HNWI47.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Solstice Wealth is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee schedule is flexible and includes a percentage-of-AUM component as well as hourly, fixed-fee, and other billing arrangements. Solstice Wealth does not identify as an active ESG investor and does not position itself as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
2 of 2PHILIP OLSON
Co-FounderCRD 5954416
Julia Lorenz-Olson
Co-FounderCRD 7609539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 14205 N Mo Pac Expy
- Time zone
- CT (UTC-6)
- Office locations
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