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 and registered with the SEC in 2026. The firm serves individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee schedule includes assets-under-management fees alongside hourly and fixed-fee arrangements. Solyco does not identify as an ESG investor, is not listed as a multi-state adviser on the snapshot, and does not act as a capital allocator or pension consultant. The firm has industry roles that include acting as an accountant and sponsor and serving as a general partner or 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 8
Derek Podolak
PrincipalCRD 4316217
Samuel Gettis
Investment Adviser RepresentativeCRD 6943887

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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