SOLIST FINANCIAL

Legal name: SOLIST WEALTH, LLC

CRD 329317File 801-136668

APPROVED

Retail clients

Custody

Filing as of Aug 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$130.1M

Bottom 25% of cohort (national)

Discretionary AUM

$130.1M

Clients

216 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jul 6, 2026
Principal office: 442 W KENNEDY BLVD, SUITE 290, TAMPA, FL, 33606
Phone: 8132943737
Website: https://www.linkedin.com/company/solistfinancial

Assets & accounts

ADV Item 5F

Total regulatory AUM: $130.1M
Discretionary AUM: $130.1M
Non-discretionary AUM: $0
Discretionary accounts: 216
Non-discretionary accounts: 0
Total accounts: 216
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$8.9M
High net worth individuals	41	$102.6M
Pension and profit sharing plans	Fewer than 5	$5.6M
Individuals (other than high net worth individuals)	43	$13.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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.