RIA Intel›Advisers›Pennsylvania›SOLEBURY ASSET MANAGEMENT LLC

SOLEBURY ASSET MANAGEMENT LLC

Advisory

PA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in PA

#903

of 1,528 advisers by AUM

Average account

$560K

across 151 accounts

AUM per adviser

$85M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$85M

Discretionary AUM$74M

Non-Discretionary AUM$10M

Discretionary %87.8%

Total Clients151

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NJ, NY, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

151 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

BUFFALO VALLEY WEALTH PLUS LLC

MIFFLINBURG, PA

$85M

PRESQUE ISLE CAPITAL MANAGEMENT INC

$85M

BRIGHTSIDE WEALTH PLANNING, LLC

CENTER VALLEY, PA

$84M

FINANCIAL COMPASS LLC

$84M

DILLON CAPITAL MANAGEMENT, LLC

$84M

HIGHVIEW ADVISORS, L.P.

$86M

Get the full picture on SOLEBURY ASSET MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SOLEBURY ASSET MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans