RIA Intel›Advisers›Utah›SOLITUDE WEALTH ADVISORS, LLC.

SOLITUDE WEALTH ADVISORS, LLC.

Advisory

HOLLADAY, UT

Data as of Jan 30, 2026 · Source: SEC Form ADV

Average account
$282K
across 128 accounts
AUM per adviser
$18M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM
$36M
Discretionary %
100%
Clients
128
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$36M
Discretionary AUM$36M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients128
Team
Total Employees4
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InID, UT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in UT

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

WHITE PINE FINANCIAL LLC
$36M
LEGACY PRIVATE CLIENT GROUP, INC.
KAMAS, UT
$37M
-66.9% 1Y
BROWN, RICE E
SAINT GEORGE, UT
$38M
-29.9% 1Y
ENCORE RETIREMENT PLANNING, LLC
SOUTH JORDAN, UT
$38M
BECKSTEAD INVESTMENT MANAGEMENT INC
$38M
VANTAGE POINT MANAGEMENT, INC.
NORTH OGDEN, UT
$33M

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