# Solaris Private Wealth Management

> Solaris Private Wealth Management is a state-registered investment advisory firm in Austin, TX, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 140180
- Filed as: SOLARIS PRIVATE WEALTH MANAGEMENT
- Legal name: Solaris, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140180
- AdvisorCensus page: https://advisorcensus.com/firm/solaris-private-wealth-management-austin-tx-140180

## Quick answers

**How is Solaris Private Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Solaris Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Solaris Private Wealth Management located?**
Solaris Private Wealth Management's principal office is in Austin, TX, according to its Form ADV.

**Is Solaris Private Wealth Management registered with the SEC or a state?**
Solaris Private Wealth Management is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 140180.

**How much does Solaris Private Wealth Management manage?**
Solaris Private Wealth Management reports $49,333,320 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**What types of clients does Solaris Private Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (24).

**Does Solaris Private Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140180

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $49,333,320
- Discretionary: $49,333,320
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $9,786,930 |
| High net worth individuals | 24 | $36,065,097 |
| Charitable organizations | Fewer than 5 | $3,481,293 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- solarispwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solaris Private Wealth Management (CRD 140180): Form ADV filing data as of October 2026.