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| Solutions 4 Wealth Ltd
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| CRD # | 143248 |
| SEC # | 801-121358 |
| CIK # | 0002006405 |
| AUM | 189.4 M (2026-03-27) |
| Employees | 5 (100% 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 | 9.1 | ||
| Apple Inc | 3.0 | ||
| Novartis AG | 1.6 | ||
| Southside Bancshares Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Prestige Finance Company LLC | [2021-04-30] | 4.3 M | |
| Offered $4,300,000 · Filed 2022-10-21 (D/A) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | S4W Multifamily Housing Fund LP | [2021-04-30] | 2.3 M | 1.6 M |
| Offered $10,000,000 · Filed 2025-12-17 (D/A) · Exemption 506(b) · Minimum $50,000 · Remaining $7,740,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 25.6 |
| (b) Individuals (high net worth individuals) | 77 | 160.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 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 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 6 | 0.8 |
| (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 | 0.3 |
| (n) Other | 0 | 1.0 |
| Total | 649 | 189.4 |
| By Discretionary | ||
| Discretionary | 642 | 189.1 |
| Non-Discretionary | 7 | 0.3 |
| Total | 649 | 189.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.4 | |
| Total | 649 | 189.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Donald Hatcher | Director | 2 | 1 | |
| Melissa Hatcher | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002006405] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
| Fund Types | Real Estate |
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