Solstice Wealth

Overview

Solstice Wealth is a Texas-registered, independent advisory firm organized as an LLC that focuses on individual and family clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selects third‑party advisers on behalf of clients. Solstice Wealth charges fees across multiple models — percentage of AUM, hourly fees, fixed fees and other fee arrangements — and does not position itself as an ESG-focused manager. The adviser is state-registered in Texas and conducts its business primarily within that state. Its practice model is predominantly non-discretionary, meaning clients retain trading authority while the firm provides advice, model selection and manager oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices