# Solid Point Wealth Advisors, LLC

> Solid Point Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 323093
- Filed as: SOLID POINT WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323093
- AdvisorCensus page: https://advisorcensus.com/firm/solid-point-wealth-advisors-llc-323093

## Quick answers

**How is Solid Point Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Solid Point Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Solid Point Wealth Advisors, LLC registered with the SEC or a state?**
Solid Point Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323093.

**How much does Solid Point Wealth Advisors, LLC manage?**
Solid Point Wealth Advisors, LLC reports $119,670,103 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**How have Solid Point Wealth Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Solid Point Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2022 data and $119,670,103 in the October 2026 data. Total employees: 5 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Solid Point Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (127); individuals (other than high net worth individuals) (100); corporations or other businesses not listed above (12).

**Which custodians does Solid Point Wealth Advisors, LLC use?**
Solid Point Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Solid Point Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323093

**What changed in Solid Point Wealth Advisors, LLC's recent Form ADV filings?**
In the August 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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $119,670,103
- Discretionary: $119,670,103
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $16,996,551 |
| High net worth individuals | 127 | $85,098,777 |
| Corporations or other businesses not listed above | 12 | $17,574,775 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [solidpointwealth.com](https://solidpointwealth.com)
- LinkedIn @solid-point-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 5 | August 25, 2022 |
| October 2023 | $25,229,721 | 6 | August 1, 2023 |
| October 2024 | $46,442,836 | 6 | March 20, 2024 |
| October 2025 | $80,305,917 | 7 | March 21, 2025 |
| October 2026 | $119,670,103 | 8 | August 21, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $119,670,103 in the October 2026 data.
Total employees: 5 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

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

### May 2026
- Registered or notice-filed in NH.

### April 2026
- Regulatory assets under management went from $80,305,917 to $119,670,103 (+49%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solid Point Wealth Advisors, LLC (CRD 323093): Form ADV filing data as of October 2026.