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| Solid Point Wealth Advisors LLC
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| |
|---|---|
| CRD # | 323093 |
| SEC # | 801-126623 |
| CIK # | |
| AUM | $46.4 MM (2024-03-20) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 518-681-0107 |
| Address | 9 Kenyon Drive Queensbury, NY 12804 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 8.0 |
| (b) Individuals (high net worth individuals) | 30 | 38.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 46.4 |
| By Discretionary | ||
| Discretionary | 96 | 46.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 96 | 46.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 46.4 | |
| Total | 96 | 46.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Peace of MIND Planning LLC
✚
|
WA | 0.0 |
|
Philadelphia Partners Capital Management LLC
✚
|
PA | 0.0 |
|
Stringer Asset Management LLC
✚
|
TN | 0.0 |
|
Onewelth Inc
✚
|
NY | 0.0 |
|
Brown Financial Management Group LLC
✚
|
NY | 0.0 |
|
Munakata Associates LLC
✚
|
NY | 0.0 |
|
Mount Murray Investment Inc
✚
|
0.0 | |
|
Hudson View Advisors LLC
✚
|
NY | 0.0 |
|
NorthStar Financial Advisors LLC
✚
|
NY | 0.0 |
|
Ancora West Advisors LLC
✚
|
NV | 0.0 |