Overview
Assets Under Management: $116 million
Headquarters: BIRMINGHAM, MI
High-Net-Worth Clients: 33
Average Client Assets: $2.8 million
Frequently Asked Questions
SOLYCO WEALTH LLC 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 #314981), SOLYCO WEALTH LLC is subject to fiduciary duty under federal law.
SOLYCO WEALTH LLC is headquartered in BIRMINGHAM, MI.
SOLYCO WEALTH LLC serves 33 high-net-worth clients according to their SEC filing dated April 09, 2026. View client details ↓
According to their SEC Form ADV, SOLYCO WEALTH LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOLYCO WEALTH LLC manages $116 million in client assets according to their SEC filing dated April 09, 2026.
According to their SEC Form ADV, SOLYCO WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.15%
Average Client Assets: $2.8 million
Total Client Accounts: 238
Discretionary Accounts: 238
Regulatory Filings
CRD Number: 314981
Filing ID: 2092466
Last Filing Date: 2026-04-09 15:49:44