Solist Wealth Management LLC
Solist Wealth Management LLC is an SEC-registered wealth manager with $130.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Solist Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329317, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $130.1M (2026-06-15)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 87
- CRD
- 329317
- Ownership
- ROSENBACH, MICHAEL, SCOTT; BOUCHLAS, JONATHAN; Rosenbach, Michael, Scott; VERDANT CAPITAL HOLDINGS LLC; SOLIST FINANCIAL LLC
How much AUM does Solist Wealth Management LLC have?
Solist Wealth Management LLC reported $130.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Solist Wealth Management LLC?
Disclosed owners and executives of Solist Wealth Management LLC include ROSENBACH, MICHAEL, SCOTT, BOUCHLAS, JONATHAN, Rosenbach, Michael, Scott, VERDANT CAPITAL HOLDINGS LLC, SOLIST FINANCIAL LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.