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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Solid Point Wealth Advisors LLC
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|---|---|
| CRD # | 323093 |
| SEC # | 801-126623 |
| CIK # | |
| AUM | $80.3 M (2025-03-21) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 518-681-0107 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 11.7 |
| (b) Individuals (high net worth individuals) | 40 | 63.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 80.3 |
| By Discretionary | ||
| Discretionary | 160 | 80.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 160 | 80.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 80.3 | |
| Total | 160 | 80.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stage Wealth Management Inc
✚
|
0.1 | |
|
Washington Square Capital Management LLC
✚
|
NY | 0.1 |
|
Derastone LLC
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0.1 | |
|
VAM Group LLC
✚
|
PA | 0.1 |
|
Aristotle Credit Partners LLC
✚
|
CA | 0.1 |
|
Western New York Financial Group LLC
✚
|
NY | 0.1 |
|
Madison Global Advisors LLC
✚
|
NY | 0.1 |
|
Integrated Planning & Wealth Management LLC
✚
|
0.1 | |
|
Eagan Capital Management LLC
✚
|
NY | 0.1 |
|
Wealthspan Investment Management LLC
✚
|
MI | 0.1 |