| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony R Colancecco Control | Chief Compliance Officer | Under 5% | 2024 |
| James Bryan Keith Ballentine Control | Managing Principal | Over 75% | 2021 |
Discipline Wealth Solutions, Inc. reports $316.3 million in regulatory assets under management on its Form ADV.
Discipline Wealth Solutions, Inc. reports 15 employees.
Discipline Wealth Solutions, Inc. is based in Greenville, SC and has been SEC-registered since 2021.
Discipline Wealth Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 15 Halton Green Way, Greenville, SC 29607 |
| Phone | 864-322-6046 |
| Fax | 864-322-6048 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $316.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $316.3M |