# Solitude Wealth Advisors, LLC.

> Solitude Wealth Advisors, LLC. is a state-registered investment advisory firm in Holladay, UT, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 142357
- Filed as: SOLITUDE WEALTH ADVISORS, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Holladay, UT
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142357
- AdvisorCensus page: https://advisorcensus.com/firm/solitude-wealth-advisors-llc-holladay-ut-142357

## Quick answers

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

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

**Is Solitude Wealth Advisors, LLC. registered with the SEC or a state?**
Solitude Wealth Advisors, LLC. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 142357.

**How much does Solitude Wealth Advisors, LLC. manage?**
Solitude Wealth Advisors, LLC. reports $36,121,171 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Solitude Wealth Advisors, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (12).

**Does Solitude 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142357

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $36,121,171
- Discretionary: $36,121,171
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 116 | $15,740,835 |
| High net worth individuals | 12 | $20,380,336 |

### 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: 2006 (19 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- solitudewealth.com
- Facebook @Solitude-Wealth-Management-1726311824252133

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solitude Wealth Advisors, LLC. (CRD 142357): Form ADV filing data as of October 2026.