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
Solaris Private Wealth Management
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts69ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NV, TX
Financial Advisors at Solaris Private Wealth Management
1
Kai Lamb (CRD# 3172007) is an Investment Advisor Representative working at Solaris Private Wealth Management in Austin, TX and has over 21 years of experience in the finance industry.
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