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Building 2SOLIDARITY WEALTH, LLC

Map pinLEHI, UT
Phone385-374-1665
NotebookSEC #801-122536
Total AUM
$704.2M
Employees
12
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3600 N OUTLET PARKWAY
SUITE 200
LEHI
UT 84048
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
385-374-1665

ReceiptFinancials

Total AUM
$704.2M
Accounts
1,019
Discretionary
$704.2M
Accounts
1,019
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$15.4M
HNW Individual Clients
175
AUM
$688.3M
Corporation or Business Clients
1
AUM
$408.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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