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 $141,888,912 assets under management, offering retirement planning & investment advisory services to 546 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143248
SEC#	801-121358
Assets Managed by Firm	$141,888,912
No. of Clients	546
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	546	$141,888,912
Individuals (other than high net worth individuals)	138	$25,093,131
High net worth individuals	73	$113,911,740
Charitable organizations	Fewer than 5 clients	$624,041

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TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
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