Solutions 4 Wealth

Overview

Solutions 4 Wealth is an independent registered investment adviser organized as a limited partnership and registered with the SEC in 2021. It serves a mix of individual, family and institutional clients and charges both percentage-of-AUM and fixed fees. Core advisory activities include financial planning, portfolio management for individuals and small businesses as well as for institutions, plus educational seminars and workshops. The firm is not set up as a multi-state or pension consultant adviser and does not identify as an active ESG investor. Industry affiliations indicate the firm sponsors and acts as a general partner or managing member of pooled investment vehicles, which aligns with its private fund activity described below.

Assets & Accounts

Public Holdings

Investments & Alternatives