Solyco Wealth LLC

RIASEC RegisteredEst. 2026
Total AUM
$116M
Discretionary
$116M
100% of AUM
Avg account
$488K
Accounts
238
Employees
5
Advisory reps
6

Firm details

Headquarters
Birmingham, Michigan
CRD number
314981
Registered since
April 24, 2026
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 36%, Derivatives 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds36%
  • Derivatives3%
  • US Government Bonds2%
  • Investment Grade Corp Bonds1%

Contacts

3 of 6
  • Clifford Vallier

    ​Senior PartnerCRD 8275614

  • Derek Podolak

    Derek Podolak

    PrincipalCRD 4316217

  • Evan Gruchot

    Evan Gruchot

    Investment Adviser RepresentativeCRD 6787228

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth