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| Solano Wealth Investment Advisors LLC
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|---|---|
| CRD # | 322037 |
| SEC # | 801-130590 |
| CIK # | 0002049179 |
| AUM | 331.9 M (2026-02-09) |
| 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 | 1.7 | ||
| Alphabet Inc | 1.2 | ||
| Apple Inc | 0.9 | ||
| Lilly Eli & Co | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Visa Inc | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 71.0 |
| (b) Individuals (high net worth individuals) | 194 | 249.5 |
| (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 | 1.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 740 | 331.9 |
| By Discretionary | ||
| Discretionary | 740 | 331.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 740 | 331.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.9 | |
| Total | 740 | 331.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002049179] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blackston's Financial Advisory Group LLC
✚
|
FL | 332.8 M |
|
Laurus Global Equity Management Inc
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|
332.7 M | |
|
American Fundstars Financial Group LLC
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|
CA | 332.7 M |
|
Oliveira Wealth LLC
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|
CA | 332.4 M |
|
Central Pine Capital LLC
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|
NY | 332.4 M |
|
Rainier Family Wealth Inc
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|
WA | 331.5 M |
|
Charles Fish Investments Inc
✚
|
CA | 331.3 M |
|
Cambridge Financial Group Inc
✚
|
OH | 331.3 M |
|
Insight Folios Inc
✚
|
NC | 331.3 M |
|
Copley Financial Group Inc
✚
|
CA | 331.2 M |