Solaris Private Wealth Management

Solaris Private Wealth Management (CRD# 140180) is a financial advisory firm headquartered in Austin, TX. They manage $31,574,112 in 69 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6500 River Place Blvd, Bldg 7 Suite 250, Austin, TX 78730
http://www.solarispwm.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $457,596
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NV, TX

Financial Advisors at Solaris Private Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Kai Lamb, financial advisor Austin TX
Kai A. Lamb
CRD#: 3172007
6500 River Place Blvd, Bldg 7 Suite 250, Austin, TX 78730

Kai Lamb (CRD# 3172007) is an Investment Advisor Representative working at Solaris Private Wealth Management in Austin, TX and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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