Discipline Wealth Solutions, Inc.
Firm details
- Headquarters
- Greenville, South Carolina
- CRD number
- 315846
- Registered since
- August 10, 2021
- Website
- disciplinewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.02%
- Individuals38.49%
- Pension & Profit Sharing Plans4.49%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Discipline Wealth Solutions, Inc. is an independent registered investment adviser, incorporated and SEC-registered since 2021. The firm serves both individual/family and institutional clients and operates as a capital allocator that builds portfolios through direct management and by selecting other advisers. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. Fee arrangements combine AUM-based charges with hourly and fixed-fee engagements. Discipline Wealth Solutions is not positioned as an ESG-focused manager and does not report as a multistate adviser for regulatory purposes; it also identifies industry relationships with another investment adviser and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities8%
- Cash & Cash Equivalents6%
- Other4%
- State & Local Bonds1%
Owners & executives
2 of 2
Anthony Colancecco
COO and Wealth AdvisorCRD 6247436
Marc Becker
Chief Executive OfficerCRD 4247479
Contacts
3 of 16Bart DiChiaro
Investment Advisor RepresentativeCRD 4967879
Jason Young
Investment Advisor RepresentativeCRD 6988991
Joseph Petry
Investment Advisory RepresentativeCRD 4649782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$1.2B in ETFs
63%
$733M
36%
$430M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $115M | 2,591,864 | 9.89% |
Location
Greenville, SC
Greenville
Location
Greenville, SC
Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Greenville
- Address
- 15 Halton Green Way
- Time zone
- ET (UTC-5)
- Office locations
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