Assets Under Management
$627.8M
Number of Clients
195
Number of Advisors
7
Average Client AUM
$3.2M
AUM per Advisor
$89.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Solidarity Wealth, LLC provides wrap fee wealth management services, focusing on understanding clients' financial goals and risk tolerance. They develop investment approaches using various securities and continuously monitor and rebalance portfolios. The firm also provides tax and estate planning advice, coordinating with clients' advisors.
3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043