SOLIDARITY WEALTH, LLC

3600 N Outlet Parkway
Suite 200
Lehi, Utah 84043
Tel: 385-374-1665

About SOLIDARITY WEALTH, LLC

SOLIDARITY WEALTH, LLC, formally registered with the SEC as SOLIDARITY WEALTH, LLC. The firm was established in 10/22/2021. They have over 1 offices throughout the country.

SOLIDARITY WEALTH, LLC is a Lehi, Utah based Financial Planning firm with nearly $627,846,624 assets under management, offering retirement planning & investment advisory services to 748 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315843
SEC#	801-122536
Assets Managed by Firm	$627,846,624
No. of Clients	748
No. of Advisors	13

Fee Structure

A percentage of AUM
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	748	$627,846,624
Individuals (other than high net worth individuals)	41	$13,310,102
High net worth individuals	154	$613,265,361
Corporations or other businesses	Fewer than 5 clients	$1,271,161

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