Solitude Financial Services, Inc.
Solitude Financial Services, Inc. is an SEC-registered wealth manager in Charlottesville, VA with $363.5M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Solitude Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150348, SEC 801-117235, data through 2026-05-09.
- AUM (assets under management / regulatory AUM)
- $363.5M (2026-05-09)
- Firm type
- Wealth Manager
- Location
- Charlottesville, VA
- Employees
- 8
- Clients
- 164
- CRD
- 150348
- Ownership
- KOWALSKI, GENE, MICHAEL; MILES, LINDLEE, LOUISE; KAUFFMAN, MICHAEL, AARON; VICE, ASHLEY, JONATHON; KIDD FINNERAN, JENNIFER, SUZANNE
How much AUM does Solitude Financial Services, Inc. have?
Solitude Financial Services, Inc. reported $363.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-09).
Who owns Solitude Financial Services, Inc.?
Disclosed owners and executives of Solitude Financial Services, Inc. include KOWALSKI, GENE, MICHAEL, MILES, LINDLEE, LOUISE, KAUFFMAN, MICHAEL, AARON, VICE, ASHLEY, JONATHON, KIDD FINNERAN, JENNIFER, SUZANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.