Adviser Profile

As of Date 04/26/2026
Registration status Registration Changed to SOLYCO WEALTH LLC
ADV Location BIRMINGHAM, MI, United States
Contact Info 713 xxxxxxx
Websites
AUM* 116,168,145 84%
of that, discretionary 116,168,145 84%
Number of Employees 5 67%
of those in investment advisory functions 5 150%
Private Fund GAV* 0
Avg Account Size 488,101 -38%
% High Net Worth 20.89% -60%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees