Overview
Assets Under Management: $322 million
Headquarters: FAIRFIELD, CA
High-Net-Worth Clients: 117
Average Client Assets: $1.7 million
Frequently Asked Questions
SOLANO WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168720), SOLANO WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
SOLANO WEALTH MANAGEMENT, INC. is headquartered in FAIRFIELD, CA.
SOLANO WEALTH MANAGEMENT, INC. serves 117 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, SOLANO WEALTH MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
SOLANO WEALTH MANAGEMENT, INC. manages $322 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, SOLANO WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.52%
Average Client Assets: $1.7 million
Total Client Accounts: 841
Discretionary Accounts: 841
Regulatory Filings
CRD Number: 168720
Filing ID: 1828898
Last Filing Date: 2024-03-15 13:40:00