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SOLUTIONS 4 WEALTH
SOLUTIONS 4 WEALTH, LTD
CRD 143248 · SEC 801-121358
566 NORTH KIMBALL AVE, SUITE 120, SOUTHLAKE, TX, 76092, United States
Phone
817-934-7010
Fax
817-416-1955
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$189.4M
Discretionary AUM
$189.1M
Team
5 total employees; 5 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Partnership
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $25.6M |
| High net worth individuals | 77 | $160.1M |
| Investment companies | 1 | $10K |
| Pooled investment vehicles | 1 | $1.6M |
| Other investment advisers | 6 | $783K |
States served
SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD