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Building 2SOLANO WEALTH MANAGEMENT, INC.

Map pinFAIRFIELD, CA
Phone707-435-8400
NotebookSEC #801-110665
Total AUM
$322.3M
Employees
8
Clients
554

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 OLIVER ROAD
#210
FAIRFIELD
CA 94534
United States
Operating Hours
7:30 AM - 4:00PM, FRIDAY 7:30AM - 1:30PM
Monday - Friday
Phone
707-435-8400

ReceiptFinancials

Total AUM
$322.3M
Accounts
841
Discretionary
$322.3M
Accounts
841
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
436
AUM
$116.4M
HNW Individual Clients
117
AUM
$204.7M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDNVORTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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