RIA Intel›Advisers›South Carolina›DISCIPLINE WEALTH SOLUTIONS, INC.

DISCIPLINE WEALTH SOLUTIONS, INC.

Advisory

N·GREENVILLE, SC

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM

$747M

1-Year AUM Growth

0.0%

3-Year CAGR

—

Employees

18

Assets Under Management

Total AUM$747M

Discretionary AUM$742M

Non-Discretionary AUM$5M

Discretionary %99.3%

Total Clients1,317

Team

Total Employees18

Investment Advisers18

Employee Growth (1Y)+366.7%

Filing History

Total Filings on Record21

First FilingJul 9, 2021

Latest FilingFeb 19, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DISCIPLINE WEALTH SOLUTIONS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.