← Directory
SOLIDARITY WEALTH, LLC
CRD 315843File 801-122536
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$704.2M
Above cohort median (national)
Discretionary AUM
$704.2M
Clients
218
1,019 accounts
Employees
12
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 22, 2021
- Principal office
- 3600 N OUTLET PARKWAY, SUITE 200, LEHI, UT, 84048
- Phone
- 385-374-1665
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $704.2M
- Discretionary AUM
- $704.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,019
- Non-discretionary accounts
- 0
- Total accounts
- 1,019
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $409K |
| High net worth individuals | 175 | $688.3M |
| Individuals (other than high net worth individuals) | 43 | $15.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | 13 | 12 | decreased by1 |
| Apr 1, 2026 | Clients | 195 | 218 | increased by23 |
| Apr 1, 2026 | AUM | $627,846,624 | $704,156,344 | increased by$76,309,720 |
| Apr 1, 2026 | Accounts | 748 | 1,019 | increased by271 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 13 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 84 | 195 | increased by111 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $250,763,185 | $627,846,624 | increased by$377,083,439 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 218 | 748 | increased by530 |
| Mar 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Feb 1, 2022 | Employees | 3 | 7 | increased by4 |
| Feb 1, 2022 | Custody | No | Yes | |
| Feb 1, 2022 | Clients | 0 | 84 | increased by84 |
| Feb 1, 2022 | AUM | $0 | $250,763,185 | increased by$250,763,185 |
| Feb 1, 2022 | Accounts | 0 | 218 | increased by218 |
| Nov 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOLIDARITY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOLIDARITY 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.