AdvisorCensus / Financial advisors / Michigan / Detroit / Solyco Wealth LLC
Solyco Wealth LLC is an SEC-registered investment advisory firm in Birmingham, MI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.
Quick answers
From the filingHow is Solyco Wealth LLC compensated?
On its Form ADV (Item 5.E, October 2026), Solyco Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Solyco Wealth LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated June 9, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Solyco Wealth LLC located?
Solyco Wealth LLC's principal office is in Birmingham, MI, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Solyco Wealth LLC registered with the SEC or a state?
Solyco Wealth LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 314981.
How much does Solyco Wealth LLC manage?
Solyco Wealth LLC reports $116,168,145 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).
What types of clients does Solyco Wealth LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125); high net worth individuals (33).
Which custodians does Solyco Wealth LLC use?
Solyco Wealth 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 Solyco 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/314981
Does Solyco Wealth LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 9, 2026 says: "Solyco Wealth generally does not impose a minimum relationship size."
What changed in Solyco Wealth LLC's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 5 to 4.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
Investment management fees are based on the market value of assets under management at the end of the quarter or month. Investment management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.
Account minimum: None
The brochure's wording
Solyco Wealth generally does not impose a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated June 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$116,168,145 as of October 2026, filing dated September 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 5 to 4.
- September 2026
- Registered or notice-filed in KS.
- July 2026
- Updated its list of owners and control persons (Schedule A).
- June 2026
- Registered or notice-filed in IL, MD, NC.
- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Solyco Wealth LLC (CRD 314981): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/solyco-wealth-llc-birmingham-mi-314981