SOLIDARITY WEALTH, LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 315843
- Registered since
- October 22, 2021
- Website
- solidaritywealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI97.75%
- Individuals2.19%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Solidarity Wealth, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets, subscription, and fixed-fee structures. Solidarity Wealth does not market itself as an ESG investor and is not a multi-state adviser; it also does not function as a pension consultant or capital allocator. Separately, the firm has relationships that identify it as an adviser affiliated with other entities such as a law firm and as a sponsor/GP/managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities65%
- US Government Bonds14%
- Private Funds12%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2JEFFREY MCCLEAN
CEOCRD 6986069
VERONICA FOX
Chief of StaffCRD 6719966
Contacts
3 of 7Robert Patrick
AssociateCRD 8160130
Oscar Briones Ramirez
Investment Operations AssociateCRD 8174266
Nicholas Trotter
Financial PlannerCRD 7404135
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$102M in ETFs
100%
$102M
<1%
$307K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $36M | 187,440 | 35.13% |
Location
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, in the West of the United States.
- Region
- West
- County
- UTAH
- Address
- 3600 N Outlet Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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