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Solidarity Wealth, LLC

● SEC registered since 2021CRD 315843SEC# 801-122536Lehi, UT
Export (members)
Reg. AUM
$627.8M
Employees
13
Accounts
748
Location
Lehi, UT

Solidarity Wealth, LLC assets under management

Solidarity Wealth, LLC is a registered investment adviser overseen by the SEC based in Lehi, UT. The firm has been registered since 2021. It reports $627.8 million in regulatory assets under management and employs 13 people.
www.solidaritywealth.comView on SEC.gov ↗

Solidarity Wealth, LLC owners & executives

6 reported
NameTitleOwnershipSince
Dpws Holdings LLCOwner10-25%2021
Jeffrey McCleanChief Compliance OfficerUnder 5%2021
Solidarity Holdings, LLC ControlOwnerOver 75%2021
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Frequently asked questions

How much does Solidarity Wealth, LLC manage?

Solidarity Wealth, LLC reports $627.8 million in regulatory assets under management on its Form ADV.

How many employees does Solidarity Wealth, LLC have?

Solidarity Wealth, LLC reports 13 employees.

Where is Solidarity Wealth, LLC located?

Solidarity Wealth, LLC is based in Lehi, UT and has been SEC-registered since 2021.

Does Solidarity Wealth, LLC disclose fund performance?

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

Contact & registration

Address3600 N Outlet Parkway, Suite 200, Lehi, UT 84043
Phone385-374-1665
Office hours9a.m.-5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$627.8M
Non-discretionary$0
Total (RAUM)$627.8M