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SOLID POINT WEALTH ADVISORS, LLC
CRD 323093 · SEC 801-126623
NY, United States
Phone
518-681-0107
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.7M
Discretionary AUM
$119.7M
Team
8 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $17.0M |
| High net worth individuals | 127 | $85.1M |
| Corporations/business entities | 12 | $17.6M |
States served
NY, NH
All web addresses on file
Official SEC filing: View on IAPD