Solidarity Wealth, LLC

Solidarity Wealth, LLC (CRD# 315843) is a financial advisory firm headquartered in Lehi, UT. They manage $521,981,950 in 556 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3600 N Outlet Parkway, Suite 200, Lehi, UT 84043
https://www.solidaritywealth.com
By the Numbers
  • Total Assets Under Management
    522
    MILLION
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $938,816
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Solidarity Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Clark, financial advisor Lehi UT
Daniel Clark
CRD#: 6064275
3600 N Outlet Parkway, Suite 200, Lehi, UT 84043

Daniel Clark (CRD# 6064275) is an Investment Advisor Representative working at Solidarity Wealth, LLC in Lehi, UT and has over 11 years of experience in the finance industry.

2
Jeffrey McClean, financial advisor Lehi UT
Jeffrey T. McClean
CRD#: 6986069
3600 N Outlet Parkway, Suite 200, Lehi, UT 84043

Jeffrey McClean (CRD# 6986069) is an Investment Advisor Representative working at Solidarity Wealth, LLC in Lehi, UT and has over 5 years of experience in the finance industry.

3
William Mortimer, financial advisor Lehi UT
William J. Mortimer
CRD#: 5078207
3600 N Outlet Parkway, Suite 200, Lehi, UT 84043

William Mortimer (CRD# 5078207) is an Investment Advisor Representative working at Solidarity Wealth, LLC in Lehi, UT and has over 18 years of experience in the finance industry.

4
Zachary Whitchurch, financial advisor Lehi UT
Zachary M. Whitchurch
CRD#: 5604111
3600 N Outlet Parkway, Suite 200, Lehi, UT 84043

Zachary Whitchurch (CRD# 5604111) is an Investment Advisor Representative working at Solidarity Wealth, LLC in Lehi, UT and has over 15 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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