|
⚲
|
| Solyco Wealth LLC
✚
|
|
|---|---|
| CRD # | 314981 |
| SEC # | 801-136001 |
| CIK # | |
| AUM | $116.2 M (2026-06-09) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Phone | 947-208-4035 |
| Address | 210 South Old Woodward Avenue Birmingham, MI 48009 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 25.4 |
| (b) Individuals (high net worth individuals) | 33 | 90.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 238 | 116.2 |
| By Discretionary | ||
| Discretionary | 238 | 116.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 238 | 116.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.2 | |
| Total | 238 | 116.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
VOLK Financial LLC
✚
|
ME | 0.1 |
|
ATON Advisors LLC
✚
|
0.1 | |
|
Salvini Brooke Alison
✚
|
0.1 | |
|
Ryzome Investment Advisors LLC
✚
|
MI | 0.1 |
|
Pathway Wealth Management LLC
✚
|
TX | 0.1 |
|
Benson Wealth Management Inc
✚
|
0.1 | |
|
Modern Financial Planning LLC
✚
|
TX | 0.1 |
|
Finhabits Advisors LLC
✚
|
NY | 0.1 |
|
First Georgetown Securities Inc
✚
|
VA | 0.1 |
|
Alpine Wealth Advisors LLC
✚
|
CO | 0.1 |