DISCIPLINE WEALTH SOLUTIONS, INC.

CRD 315846File 801-122049

APPROVED

Retail clients

Custody

Filing as of Aug 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$746.7M

Above cohort median (national)

Discretionary AUM

$741.5M

Non-discretionary $5.2M

Clients

1,946

1,900 accounts

Employees

Top 25% of cohort in SC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Aug 10, 2021
Principal office: 15 HALTON GREEN WAY, GREENVILLE, SC, 29607
Phone: 864-322-6046
Website: HTTPS://WWW.LINDEDIN.COM/COMPANY/DISCIPLINE-WEALTH-SOLUTIONS

Assets & accounts

ADV Item 5F

Total regulatory AUM: $746.7M
Discretionary AUM: $741.5M
Non-discretionary AUM: $5.2M
Discretionary accounts: 1,854
Non-discretionary accounts: 46
Total accounts: 1,900
AUM per client: $384K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$62K
High net worth individuals	246	$425.7M
Pension and profit sharing plans	27	$33.5M
Individuals (other than high net worth individuals)	1,673	$287.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
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: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.