Solid Point Wealth Advisors, LLC

$119.7MAssets under management
as of Aug 2026 · SEC Form ADV
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No one at Solid Point Wealth Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $46M held · filed Mar 2024