FAIRFIELD, CACRD 322037Latest ADV February 9, 2026
Solano Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairfield, CA. Its latest Form ADV filing, dated February 9, 2026, reports $332M in regulatory assets under management, 7 employees, and 740 accounts.
Assets Under Management
$332M
Employees
7
Offices
--
Total Clients
456
Primary office
FAIRFIELD, CA
1300 OLIVER ROAD, SUITE 210, FAIRFIELD, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.5% of total clients.
Top client categories% of clientsClients
1
Individuals
57.5%
262
2
HNWI
42.5%
194
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$332Mas of February 9, 2026
Discretionary100.0%
$332M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$332M
Total Accounts740
10Y AUM Change+$332M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee65:1
10Y Employee Change+3 (+75.0%)
* 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.