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 a limited liability company. The firm is SEC-registered (registration year listed as 2026) and serves primarily individual and family clients, as well as small businesses. Its advisory services emphasize financial planning and portfolio management for individuals and small-business owners. Fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee engagements. Industry roles listed for the firm include acting as an accountant and sponsor, and serving as a general partner/managing member of pooled investment vehicles.
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 6Clifford Vallier
Senior PartnerCRD 8275614

Derek Podolak
PrincipalCRD 4316217

Evan Gruchot
Investment Adviser RepresentativeCRD 6787228
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
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