SOLID POINT WEALTH ADVISORS, LLC
SEC RegisteredFocused On Managing Risk While Meeting Client Goals
About the firm
Solid Point Wealth Advisors is an investment advisory firm focused on managing risk while meeting client goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 100 | $17M |
| High Net Worth Individuals | 127 | $85M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $2 Million | 1.00% |
| $2,000,001 - $10,000,000 | 0.75% |
| $10,000,001 and up | — |
Data as of April 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOLID POINT WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.