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SOLUTIONS 4 WEALTH
566 North Kimball Ave
Suite 120
Southlake, Texas 76092
Tel: 817-934-7010
About SOLUTIONS 4 WEALTH
SOLUTIONS 4 WEALTH, formally registered with the SEC as SOLUTIONS 4 WEALTH. The firm was established in 05/29/2021. They have over 3 offices throughout the country.
SOLUTIONS 4 WEALTH is a Southlake, Texas based Financial Planning firm with nearly $119,614,937 assets under management, offering retirement planning & investment advisory services to 632 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 143248 |
| SEC# | 801-121358 |
| Assets Managed by Firm | $119,614,937 |
| No. of Clients | 632 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 632 | $119,614,937 |
| Individuals (other than high net worth individuals) | 127 | $20,504,220 |
| High net worth individuals | 57 | $95,960,717 |
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