RIA Intel›Advisers›California›SOLANO WEALTH MANAGEMENT, INC.

SOLANO WEALTH MANAGEMENT, INC.

Advisory

N·FAIRFIELD, CA

Data as of Mar 15, 2024 · Source: SEC Form ADV

Total AUM
$322M
1-Year AUM Growth
+22.4%
3-Year CAGR
+11.3%
Employees
4
Assets Under Management
Total AUM$322M
Discretionary AUM$322M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingMay 18, 2017
Latest FilingMar 15, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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