Discipline Wealth Solutions, Inc.
Discipline Wealth Solutions, Inc. is an SEC-registered mass-market adviser in Greenville, SC with $746.7M assets under management (AUM, regulatory AUM), +136% over one year. See who owns Discipline Wealth Solutions, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315846, SEC 801-122049, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $746.7M (2026-06-01)
- Firm type
- Mass-Market Adviser
- Location
- Greenville, SC
- Employees
- 18
- Clients
- 1,946
- CRD
- 315846
- Ownership
- BALLENTINE, JAMES, BRYAN KEITH; Colancecco, Anthony, R
How much AUM does Discipline Wealth Solutions, Inc. have?
Discipline Wealth Solutions, Inc. reported $746.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Discipline Wealth Solutions, Inc.?
Disclosed owners and executives of Discipline Wealth Solutions, Inc. include BALLENTINE, JAMES, BRYAN KEITH, Colancecco, Anthony, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.