RIA Intel›Advisers›Utah›SOLIDARITY WEALTH, LLC

SOLIDARITY WEALTH, LLC

Advisory

N·LEHI, UT

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM
$704M
1-Year AUM Growth
+39.0%
3-Year CAGR
+28.6%
Employees
8
Assets Under Management
Total AUM$704M
Discretionary AUM$704M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients195
Team
Total Employees8
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingSep 22, 2021
Latest FilingMar 4, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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