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DISCIPLINE WEALTH SOLUTIONS, INC.
CRD 315846 · SEC 801-122049
15 HALTON GREEN WAY, GREENVILLE, SC, 29607, United States
Phone
864-322-6046
Fax
864-322-6048
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$746.7M
Discretionary AUM
$741.5M
Team
18 total employees; 18 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers3(38)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1673 | $287.4M |
| High net worth individuals | 246 | $425.7M |
| Pension/profit sharing plans | 27 | $33.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD