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SOLANO WEALTH ADVISORS
SOLANO WEALTH INVESTMENT ADVISORS, LLC
CRD 322037 · SEC 801-130590
1300 OLIVER ROAD, SUITE 210, FAIRFIELD, CA, 94534, United States
Phone
(707) 435-8400
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$331.9M
Discretionary AUM
$331.9M
Team
7 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 262 | $71.0M |
| High net worth individuals | 194 | $249.5M |
States served
CA, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD