# 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. - CRD: 314981 - Filed as: SOLYCO WEALTH LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Birmingham, MI - Filing period: October 2026 - Form ADV filing dated: September 21, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314981 - AdvisorCensus page: https://advisorcensus.com/firm/solyco-wealth-llc-birmingham-mi-314981 ## Quick answers **How 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 ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated June 9, 2026) - Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states) > 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 > Solyco Wealth generally does not impose a minimum relationship size. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### 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: $116,168,145 - Discretionary: $116,168,145 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 125 | $25,386,122 | | High net worth individuals | 33 | $90,782,023 | | 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 | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses ### Firm details - Registered since: 2026 (0 years) - Employees: 4 total, 4 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, FL, IL, KS, LA, MD, MI, NC, OH, PA, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the October 2026 filing - Canonsburg, PA ### Websites listed on Form ADV (Item 1.I) - solycowealth.com - LinkedIn @solycowealth - X @solycowealth ## 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. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Solyco Wealth LLC (CRD 314981): Form ADV filing data as of October 2026.