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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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|---|---|---|---|
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| $8,777,551,735 | 33539 | 17 | |
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| $6,672,033,386 | 1963 | 24 |
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