SOLITUDE WEALTH ADVISORS, LLC.

Overview

Solitude Wealth Advisors, LLC is a small, independent RIA that serves individual and family clients with a mix of financial planning, discretionary portfolio management and insurance services. The firm operates as a capital allocator and offers selection of other advisers, which suggests it blends in-house portfolio construction with the ability to place clients into third‑party managed solutions. Solitude’s fee structure is primarily percentage of AUM with other fee arrangements available. The firm also functions as an insurance broker, which aligns with its use of annuities as part of client solutions. Solitude is not an active ESG investor and is classified as a single‑state operation under its current filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices