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SOLIST FINANCIAL
SOLIST WEALTH, LLC
CRD 329317 · SEC 801-136668
442 W KENNEDY BLVD, SUITE 290, TAMPA, FL, 33606, United States
Phone
8132943737
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$130.1M
Discretionary AUM
$130.1M
Team
1 total employees; 1 advisory reps; 84 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $13.0M |
| High net worth individuals | 41 | $102.6M |
| Pension/profit sharing plans | 1 | $5.6M |
| Corporations/business entities | 2 | $8.9M |
All web addresses on file
Official SEC filing: View on IAPD