SOLANO WEALTH ADVISORS

Overview

Solano Wealth Advisors is an independent, owner-operated registered investment adviser structured as an LLC. The firm serves individual and family clients with a mix of financial planning and portfolio management, and it positions itself as a capital allocator that leverages external managers when appropriate. Core services listed include financial planning, portfolio management for individuals and small businesses, pension consulting support and the selection of other advisers, reflecting an advisory mix that combines discretionary portfolio management with consultative and project-based work billed on a percentage of AUM, hourly and fixed‑fee basis. Investment activity tilts toward pooled public vehicles for core exposure and selective use of third‑party managers for alternative allocations. The firm is not identified as an active ESG investor and operates with a single-custodian relationship, which supports efficiency in trading, reporting and billing. Solano Wealth Advisors is set up to use outside managers and funds as part of its toolkit rather than relying exclusively on internally managed single-stock strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices