Solutions 4 Wealth

RIASEC Registered

Total AUM

$189M

Discretionary

$189M

100% of AUM

Avg account

$292K

Accounts

649

Employees

Advisory reps

Firm details

Headquarters: Southlake, Texas
CRD number: 143248
Registered since: May 29, 2021
Website: www.solutions4wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.5%
Individuals13.53%
Pooled Investment Vehicles0.85%
Other0.53%
Other Investment Advisers0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Solutions 4 Wealth is an independent registered investment adviser organized as a limited partnership and registered with the SEC in 2021. The firm serves individual and family clients as well as institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services center on financial planning and portfolio management for individuals, small businesses, and institutions, and it also offers educational seminars and workshops. The firm does not position itself as an ESG investor and is not identified as a multi-state or pension consultant. Activities and affiliations indicate Solutions 4 Wealth can act as a sponsor, general partner, or managing member of pooled investment vehicles, suggesting it both advises on and may originate private investment vehicles.