Solidarity Wealth, LLC
Solidarity Wealth, LLC is an SEC-registered wealth manager in Lehi, UT with $704.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Solidarity Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315843, SEC 801-122536, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $704.2M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Lehi, UT
- Employees
- 12
- Clients
- 218
- CRD
- 315843
- Ownership
- MORTIMER, WILLIAM, JAMES; WHITCHURCH, ZACHARY, MONTAGUE; SOLIDARITY HOLDINGS, LLC; MCCLEAN, JEFFREY; DPWS HOLDINGS LLC
How much AUM does Solidarity Wealth, LLC have?
Solidarity Wealth, LLC reported $704.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Solidarity Wealth, LLC?
Disclosed owners and executives of Solidarity Wealth, LLC include MORTIMER, WILLIAM, JAMES, WHITCHURCH, ZACHARY, MONTAGUE, SOLIDARITY HOLDINGS, LLC, MCCLEAN, JEFFREY, DPWS HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.