# Solaris Strategic Wealth

> Solaris Strategic Wealth is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated June 29, 2026.

- CRD: 339657
- Filed as: SOLARIS STRATEGIC WEALTH
- Legal name: Solaris Strategic Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339657
- AdvisorCensus page: https://advisorcensus.com/firm/solaris-strategic-wealth-339657

## Quick answers

**How is Solaris Strategic Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Solaris Strategic Wealth 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.

**Is Solaris Strategic Wealth registered with the SEC or a state?**
Solaris Strategic Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339657.

**Does Solaris Strategic Wealth 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/339657

**What changed in Solaris Strategic Wealth's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in FL.

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NV, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- solarisstrategicwealth.com
- Facebook @solarisstrategicwealth
- LinkedIn @solarisstrategicweatlh
- X @Solaris_SW

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solaris Strategic Wealth (CRD 339657): Form ADV filing data as of October 2026.