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Solid Point Wealth Advisors, LLC

● SEC registered since 2022CRD 323093SEC# 801-126623
Export (members)
Reg. AUM
$80.3M
Employees
7
Accounts
160
Location

Solid Point Wealth Advisors, LLC assets under management

Solid Point Wealth Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $80.3 million in regulatory assets under management and employs 7 people.

Solid Point Wealth Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Andrew Otto Delmedico ControlPartnerUnder 5%2024
Antony John Desorbo ControlPartner25-50%2022
Brian Paul Gambill ControlPartner10-25%2022
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Frequently asked questions

How much does Solid Point Wealth Advisors, LLC manage?

Solid Point Wealth Advisors, LLC reports $80.3 million in regulatory assets under management on its Form ADV.

How many employees does Solid Point Wealth Advisors, LLC have?

Solid Point Wealth Advisors, LLC reports 7 employees.

Does Solid Point Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Phone518-681-0107
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$80.3M
Non-discretionary$0
Total (RAUM)$80.3M