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| Solutions 4 Wealth Ltd
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|---|---|
| CRD # | 143248 |
| SEC # | 801-121358 |
| CIK # | 0002006405 |
| AUM | $173.6 M (2025-03-31) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 817-934-7010 |
| Address | 566 North Kimball Ave Southlake, TX 76092 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Invesco Senior Income Trust | 12.3 | ||
| Apple Inc | 2.5 | ||
| Veritex Holdings Inc | 1.7 | ||
| Novartis AG | 1.6 | ||
| Southside Bancshares Inc | 0.7 | ||
| Exxon Mobil Corp | 0.7 | ||
| Tesla Motors Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Prestige Finance Company LLC | [2021-04-30] | 4.3 | 0.0 |
| RE | S4W Multifamily Housing Fund LP | [2021-04-30] | 2.3 | 1.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 28.5 |
| (b) Individuals (high net worth individuals) | 82 | 139.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 6 | 0.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 661 | 173.6 |
| By Discretionary | ||
| Discretionary | 650 | 171.9 |
| Non-Discretionary | 11 | 1.7 |
| Total | 661 | 173.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.6 | |
| Total | 661 | 173.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Donald Hatcher | 2 | ||
| Melissa Hatcher | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002006405] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hub Investment Partners LLC
✚
|
TX | 9.0 |
|
Lansing Street Advisors LLC
✚
|
PA | 0.4 |
|
Harold Davidson & Associates Inc
✚
|
CA | 0.4 |
|
Invesco LLC
✚
|
IL | 0.3 |
|
Dyche Wealth Management Inc
✚
|
GA | 0.1 |
|
FAC Propertys LLC
✚
|
NY | 0.0 |
|
Jones Barclay Boston & Company
✚
|
CO | 0.0 |
|
HoyleCohen LLC
✚
|
CA | 0.0 |
|
GMO Renewable Resources LLC
✚
|
MA | 0.0 |