Solid Point Wealth Advisors, LLC
Solid Point Wealth Advisors, LLC is an SEC-registered mass-market adviser with $119.7M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Solid Point Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323093, SEC 801-126623, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $119.7M (2026-04-23)
- Firm type
- Mass-Market Adviser
- Employees
- 8
- Clients
- 239
- CRD
- 323093
- Ownership
- ROOP, CHRISTOPHER, BRADFORD; DESORBO, ANTONY, JOHN; BURDICK, BRYAN, LEE; BRISTOL, MICHAEL; GAMBILL, BRIAN, PAUL
How much AUM does Solid Point Wealth Advisors, LLC have?
Solid Point Wealth Advisors, LLC reported $119.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Solid Point Wealth Advisors, LLC?
Disclosed owners and executives of Solid Point Wealth Advisors, LLC include ROOP, CHRISTOPHER, BRADFORD, DESORBO, ANTONY, JOHN, BURDICK, BRYAN, LEE, BRISTOL, MICHAEL, GAMBILL, BRIAN, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.