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SOLSTICE WEALTH
THE ART OF FINANCE LLC
CRD 281950
14205 N MOPAC EXPY, 5TH FLOOR, AUSTIN, TX, 78728, United States
Phone
512-294-4385
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$53.0M
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; MONTHLY FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $28.0M |
| High net worth individuals | 11 | $25.0M |
All web addresses on file
Official SEC filing: View on IAPD