# Solidarity Wealth, LLC

> Solidarity Wealth, LLC is an SEC-registered investment advisory firm in Lehi, UT, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 315843
- Filed as: SOLIDARITY WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lehi, UT
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315843
- AdvisorCensus page: https://advisorcensus.com/firm/solidarity-wealth-llc-lehi-ut-315843

## Quick answers

**How is Solidarity Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Solidarity Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**How much does Solidarity Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated August 6, 2026 states: Flat fee: $25,000 a year (Financial Administration Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Solidarity Wealth, LLC located?**
Solidarity Wealth, LLC's principal office is in Lehi, UT, according to its Form ADV.

**Is Solidarity Wealth, LLC registered with the SEC or a state?**
Solidarity Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315843.

**How much does Solidarity Wealth, LLC manage?**
Solidarity Wealth, LLC reports $704,156,344 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**How have Solidarity Wealth, LLC's assets and staff changed since 2022?**
In the Form ADV data for Solidarity Wealth, LLC: Regulatory assets under management: $250,763,185 in the October 2022 data and $704,156,344 in the October 2026 data, up 181%. Total employees: 7 in October 2022 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Solidarity Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (175); individuals (other than high net worth individuals) (43).

**Which custodians does Solidarity Wealth, LLC use?**
Solidarity Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Solidarity Wealth, 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/315843

**What changed in Solidarity Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 8. Regulatory assets under management went from $627,846,624 to $704,156,344 (+12%). Registered or notice-filed in ID.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 6, 2026)

- Flat fee: $25,000 a year (Financial Administration Services)

> Our firm may charge a fixed fee to be paid on a case by case basis for Financial Administration Services, depending on the scope of the engagement. Clients will generally pay a flat annual rate of up to $25,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

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: $704,156,344
- Discretionary: $704,156,344
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $15,419,765 |
| High net worth individuals | 175 | $688,327,685 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $408,894 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, ID, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $250,763,185 | 7 | January 26, 2022 |
| October 2023 | $375,505,651 | 14 | March 13, 2023 |
| October 2024 | $521,981,950 | 15 | February 28, 2024 |
| October 2025 | $627,846,624 | 13 | February 12, 2025 |
| October 2026 | $704,156,344 | 12 | August 6, 2026 |

Regulatory assets under management: $250,763,185 in the October 2022 data and $704,156,344 in the October 2026 data, up 181%.
Total employees: 7 in October 2022 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 8.
- Regulatory assets under management went from $627,846,624 to $704,156,344 (+12%).
- Registered or notice-filed in ID.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solidarity Wealth, LLC (CRD 315843): Form ADV filing data as of October 2026.