SOLYCO WEALTH LLC

RIASEC RegisteredEst. 2026
Total AUM
$116M
Discretionary
$116M
100% of AUM
Avg account
$488K
Accounts
238
Employees
5
Advisory reps
6

Firm details

Headquarters
Birmingham, Michigan
CRD number
314981
Registered since
April 24, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.15%
  • Individuals21.85%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Solyco Wealth LLC is an independent registered investment adviser organized as an LLC that serves individuals and families with financial planning and portfolio management services tailored to individuals and small businesses. The firm reports a fee mix that includes assets-under-management fees, hourly charges and fixed-fee arrangements. Solyco lists itself as not primarily a capital allocator and does not identify as an active ESG investor. Its SEC registration year is reported as 2026 and its ownership is structured as a combination of a domestic entity and individual owner(s). The firm does not position itself as a pension consultant or a multi-state adviser in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 36%, Derivatives 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds36%
  • Derivatives3%
  • US Government Bonds2%
  • Investment Grade Corp Bonds1%

Contacts

3 of 6
  • Derek Podolak

    PrincipalCRD 4316217

  • Evan Gruchot

    Investment Adviser RepresentativeCRD 6787228

  • Tinja Anderson

    Financial PlannerCRD 7370514

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Birmingham, MI

OAKLAND

Location

Birmingham, MI

Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
210 S Old Woodward Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth