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
5200 South Highland Drive, Suite 203, Holladay, UT 84117
https://www.facebook.com/solitude-wealth-management-1726311824252133/
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

ID, UT

Financial Advisors at Solitude Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
George Roumpos, financial advisor Holladay UT
George Roumpos
CRD#: 6154717
5200 South Highland Drive, Suite 203, Holladay, UT 84117

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, financial advisor Holladay UT
Gregory N. Roumpos
CRD#: 1697382
5200 South Highland Drive, Suite 203, Holladay, UT 84117

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.

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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