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. The firm reports SEC registration in 2026 and is owned by a combination of a domestic entity and an individual. Its client base centers on individuals and families; advisory services listed include financial planning and portfolio management for individuals and small businesses. Solyco charges a mix of fees — percentage of AUM, hourly, and fixed fees — and reports that it does not position itself as a capital allocator or an active ESG investor. The firm also discloses industry roles as an accountant and sponsor, and 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 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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