Solist Wealth Management LLC

CRD 329317SEC# 801-129356Tampa, FL

No longer SEC-registered. Solist Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

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Employees

Accounts

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Location

Tampa, FL

Solist Wealth Management LLC assets under management

Solist Wealth Management LLC is an investment advisory firm registered with the SEC based in Tampa, FL. It employs 3 people.

View on SEC.gov ↗

Solist Wealth Management LLC owners & executives

2 reported

Name	Title	Ownership	Since
Jonathan Bouchlas Control	Managing Partner And Chief Compliance Officer	50-75%	2023
Michael Scott Rosenbach Control	Managing Partner	50-75%	2023

Frequently asked questions

How many employees does Solist Wealth Management LLC have?

Solist Wealth Management LLC reports 3 employees.

Where is Solist Wealth Management LLC located?

Solist Wealth Management LLC is based in Tampa, FL.

Does Solist Wealth Management LLC disclose fund performance?

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

Contact & registration

Address	442 W Kennedy Blvd, Suite 290, Tampa, FL 33606
Office hours	9:00 a.m. - 5:00 p.m.
Discloses disciplinary history	No