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SOLITUDE FINANCIAL SERVICES, INC.
CRD 150348 · SEC 801-117235
236 EAST HIGH STREET, CHARLOTTESVILLE, VA, 22902, United States
Phone
(434) 218-2201
Fax
(434) 284-7131
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$363.5M
Discretionary AUM
$362.7M
Team
8 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $7.8M |
| High net worth individuals | 133 | $355.7M |
States served
CO, MD, NC, PA, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD