Discipline Wealth Solutions, Inc.

Overview

Discipline Wealth Solutions, Inc. is an independent registered investment adviser that began SEC registration in 2021 and operates as a corporation owned by a domestic entity and an individual. The firm serves both individuals and families as well as institutional clients and identifies itself as a capital allocator. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements include percentage-of-AUM, hourly and fixed-fee engagements. The firm does not report active ESG investing and the snapshot flags it as not a multi-state adviser, though its operating footprint suggests otherwise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices