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SOLUTIONS 4 WEALTH
Legal name: SOLUTIONS 4 WEALTH, LTD
CRD 143248File 801-121358
APPROVED
Retail clients
Custody
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$189.4M
Bottom 25% of cohort (national)
Discretionary AUM
$189.1M
Non-discretionary $326K
Clients
209
649 accounts
Employees
5
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 29, 2021
- Principal office
- 566 NORTH KIMBALL AVE, SUITE 120, SOUTHLAKE, TX, 76092
- Phone
- 817-934-7010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $189.4M
- Discretionary AUM
- $189.1M
- Non-discretionary AUM
- $326K
- Discretionary accounts
- 642
- Non-discretionary accounts
- 7
- Total accounts
- 649
- AUM per client
- $906K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $322K |
| Investment companies | 1 | $10K |
| Other investment advisers | 6 | $783K |
| High net worth individuals | 77 | $160.1M |
| Pooled investment vehicles | 1 | $1.6M |
| Individuals (other than high net worth individuals) | 124 | $25.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 5 | decreased by2 |
| Apr 1, 2026 | Clients | 236 | 209 | decreased by27 |
| Apr 1, 2026 | AUM | $173,592,028 | $189,447,995 | increased by$15,855,967 |
| Apr 1, 2026 | Accounts | 661 | 649 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 7 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 176 | 236 | increased by60 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $143,351,811 | $173,592,028 | increased by$30,240,217 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 510 | 661 | increased by151 |
| Apr 1, 2022 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2022 | Clients | 180 | 176 | decreased by4 |
| Apr 1, 2022 | AUM | $112,904,029 | $143,351,811 | increased by$30,447,782 |
| Apr 1, 2022 | Accounts | 495 | 510 | increased by15 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOLUTIONS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOLUTIONS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.