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⚲
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| Solano Wealth Investment Advisors LLC
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|
|
|---|---|
| CRD # | 322037 |
| SEC # | 801-130590 |
| CIK # | 0002049179 |
| AUM | $299.6 M (2025-03-06) |
| Employees | 7 (43% Investors, 43% Brokers) |
| Phone | 707-435-8400 |
| Address | 1300 Oliver Road Fairfield, CA 94534 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Natera Inc | 1.5 | ||
| Apple Inc | 0.8 | ||
| Alphabet Inc | 0.8 | ||
| J P Morgan Chase & Co | 0.5 | ||
| VISA Inc | 0.5 | ||
| Copart Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 70.2 |
| (b) Individuals (high net worth individuals) | 180 | 219.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 702 | 299.6 |
| By Discretionary | ||
| Discretionary | 702 | 299.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 702 | 299.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.6 | |
| Total | 702 | 299.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002049179] |
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