TrueAdvisor
TrueAdvisor
ZW
CFP
ZW
CFP

Zachary Montague Whitchurch

Solidarity Capital Management, LLC
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Solidarity Capital Management, LLC
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
1 client
Average Client Portfolio
$99.4M average
Assets Under Management
$99.4M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only

Location

3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Solidarity Capital Management, LLC
February 2023 - Present · 3 yrs
Solidarity Wealth, LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
M. S. Howells & CO.Broker
January 2022 - November 2022 · 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - October 2021 · 10 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2011 - October 2021 · 10 yrs 9 mos
Wells Fargo Investments, LLC
January 2009 - January 2011 · 2 yrs
Wells Fargo Investments, LLCBroker
November 2008 - January 2011 · 2 yrs 2 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.