Solutions 4 Wealth is an SEC registered investment adviser organized as a limited partnership with a primary office location in Southlake, TX. Its latest Form ADV filing, dated March 27, 2026, reports $189M in regulatory assets under management, 5 employees, and 649 accounts.
Assets Under Management
$189M
Employees
5
Offices
--
Total Clients
209
Primary office
SOUTHLAKE, TX
566 NORTH KIMBALL AVE, SUITE 120, SOUTHLAKE, TX, United States
Top client segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
124
2
HNWI
36.8%
77
3
Other Advisers
2.9%
6
4
Investment Cos.
0.5%
1
5
Pooled Investment Vehicles
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
ESTATE TRUST<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of March 27, 2026
Discretionary99.8%
$189M
100% of total RAUM99.8%
Non-discretionary0.2%
$326K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$189M
Total Accounts649
10Y AUM Change+$77M (+67.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee42:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.