Winston Solidus Wealth, LLC is an investment advisory firm founded in 2026 and based in Oklahoma City, Oklahoma. The firm provides comprehensive portfolio management, standalone crypto sleeve management, business crypto treasury management, and trust investment management. Winston Solidus Wealth focuses on long-term investment strategies that emphasize diversification, disciplined portfolio construction, and alignment with each client's objectives, risk tolerance, and time horizon. The firm specializes in traditional stock, bond, and exchange-traded fund portfolios, while also offering regulated digital asset exchange-traded fund exposure for suitable clients. All services are customized through a thorough suitability review and can be managed on a discretionary basis, allowing the firm to make trades without asking first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are calculated as 0.25% of the average daily balance per quarter, billed in arrears. Fees are generally negotiable, and the $25,000 minimum may be waived for referrals, family relationships, or anticipated growth.