SOLUTIONS 4 WEALTH
Firm details
- Headquarters
- SOUTHLAKE, Texas
- CRD number
- 143248
- Registered since
- May 29, 2021
- Website
- www.solutions4wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.5%
- Individuals13.53%
- Pooled Investment Vehicles0.85%
- Other0.53%
- Other Investment Advisers0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Solutions 4 Wealth is an independent registered investment adviser organized as a limited partnership and SEC-registered in 2021. The firm serves both individual/family clients and institutional accounts, charging a combination of percentage-of-AUM and fixed fees. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and client education through seminars and workshops. The firm does not identify as an active ESG investor, and it is not classified as a multi-state or related adviser. Solutions 4 Wealth also acts as a sponsor, general partner, and managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds44%
- Exchange Traded Equities38%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities3%
- US Government Bonds1%
Contacts
3 of 5SUZANNE FITZGERALD
Senior AdvisorCRD 3136145
Tyler Wacaster
Financial AnalystCRD 7579748
MELISSA HATCHER
Vice PresidentCRD 7074857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$64M in ETFs
84%
$53.6M
6%
$10.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE EQUITY PREMIUM INCOME FUND (WTPI) | Wisdom Tree | $6.3M | 196,992 | 9.82% |
Location
SOUTHLAKE, TX
TARRANT
Location
SOUTHLAKE, TX
Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 566 N Kimball Ave
- Time zone
- CT (UTC-6)
- Office locations
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