Solidarity Wealth, LLC

Overview

Solidarity Wealth, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2021) and focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. Its advisory pricing mixes percentage-of-AUM fees with subscription and fixed-fee arrangements. Solidarity Wealth reports it does not act as a capital allocator and does not position itself as an active ESG investor. The firm also lists ties to other industry entities, including roles as a sponsor/GP or managing member of pooled investment vehicles and affiliations with other advisory firms and a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives