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Solano Wealth Investment Advisors, LLC

● SEC registered since 2024CRD 322037SEC# 801-130590Fairfield, CA
Export (members)
Reg. AUM
$299.6M
Employees
7
Accounts
702
Location
Fairfield, CA

Solano Wealth Investment Advisors, LLC assets under management

Solano Wealth Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Fairfield, CA. The firm has been registered since 2024. It reports $299.6 million in regulatory assets under management and employs 7 people.
www.solanowealth.comView on SEC.gov ↗

Solano Wealth Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Carlos Romero Mendoza ControlChief Executive Officer & Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Solano Wealth Investment Advisors, LLC manage?

Solano Wealth Investment Advisors, LLC reports $299.6 million in regulatory assets under management on its Form ADV.

How many employees does Solano Wealth Investment Advisors, LLC have?

Solano Wealth Investment Advisors, LLC reports 7 employees.

Where is Solano Wealth Investment Advisors, LLC located?

Solano Wealth Investment Advisors, LLC is based in Fairfield, CA and has been SEC-registered since 2024.

Does Solano Wealth Investment Advisors, LLC disclose fund performance?

Solano Wealth Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1300 Oliver Road, Suite 210, Fairfield, CA 94534
Phone(707) 435-8400
Office hours8:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2049179
Discloses disciplinary historyNo

Assets under management

Discretionary$299.6M
Non-discretionary$0
Total (RAUM)$299.6M