SOLYCO WEALTH LLC
Firm details
- Headquarters
- Birmingham, Michigan
- CRD number
- 314981
- Registered since
- April 24, 2026
- Website
- www.solycowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.15%
- Individuals21.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Solyco Wealth LLC is an independent registered investment adviser organized as an LLC that serves individuals and families with financial planning and portfolio management services tailored to individuals and small businesses. The firm reports a fee mix that includes assets-under-management fees, hourly charges and fixed-fee arrangements. Solyco lists itself as not primarily a capital allocator and does not identify as an active ESG investor. Its SEC registration year is reported as 2026 and its ownership is structured as a combination of a domestic entity and individual owner(s). The firm does not position itself as a pension consultant or a multi-state adviser in its filings.
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 Equities58%
- Public Funds/Mutual Funds36%
- Derivatives3%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Contacts
3 of 6Derek Podolak
PrincipalCRD 4316217
Evan Gruchot
Investment Adviser RepresentativeCRD 6787228
Tinja Anderson
Financial PlannerCRD 7370514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, MI
OAKLAND
Location
Birmingham, MI
Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 210 S Old Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TRP CAPITAL ADVISORS, LLC
RIABirmingham, MI
PALATINE HILL WEALTH MANAGEMENT
RIABirmingham, MI
TRP CAPITAL ADVISORS VI, LLC
RIABirmingham, MI
LONG LAKE CAPITAL MANAGEMENT, LLC
RIABirmingham, MI
MOTIVE WEALTH ADVISORS, LLC
RIABirmingham, MI
LAKESIDE DRIVE MANAGEMENT LLC
RIABirmingham, MI