Solitude Wealth Advisors, LLC
Solitude Wealth Advisors, LLC (CRD# 142357) is a financial advisory firm headquartered in Holladay, UT. They manage $38,664,953 in 140 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts140ACCOUNTS
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Average Account Value$276,178
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, UT
Financial Advisors at Solitude Wealth Advisors, LLC
1
George Roumpos (CRD# 6154717) is an Investment Advisor Representative working at Solitude Wealth Advisors, LLC in Holladay, UT and has over 12 years of experience in the finance industry.
2
Gregory Roumpos (CRD# 1697382) is an Investment Advisor Representative working at Solitude Wealth Advisors, LLC in Holladay, UT and has over 34 years of experience in the finance industry.
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