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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 $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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|---|---|---|---|
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| $298,729,428,900 | 360116 | 4065 | |
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