Discipline Wealth Solutions, Inc.
● SEC registered since 2021CRD 315846SEC# 801-122049Greenville, SC
Reg. AUM
$746.7M
Employees
18
Accounts
1,900
Location
Greenville, SC
Discipline Wealth Solutions, Inc. assets under management
Discipline Wealth Solutions, Inc. operates as an SEC-registered investment adviser based in Greenville, SC. The firm has been registered since 2021. It reports $746.7 million in regulatory assets under management and employs 18 people.
Discipline Wealth Solutions, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony R Colancecco Control | Chief Compliance Officer | 10-25% | 2024 |
| James Bryan Keith Ballentine Control | Managing Principal | Over 75% | 2021 |
Frequently asked questions
How much does Discipline Wealth Solutions, Inc. manage?
Discipline Wealth Solutions, Inc. reports $746.7 million in regulatory assets under management on its Form ADV.
How many employees does Discipline Wealth Solutions, Inc. have?
Discipline Wealth Solutions, Inc. reports 18 employees.
Where is Discipline Wealth Solutions, Inc. located?
Discipline Wealth Solutions, Inc. is based in Greenville, SC and has been SEC-registered since 2021.
Does Discipline Wealth Solutions, Inc. disclose fund performance?
Discipline Wealth Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15 Halton Green Way, Greenville, SC 29607 |
| Phone | 864-322-6046 |
| Fax | 864-322-6048 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$746.7M▲ 136%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$746.7Mregulatory AUM
Discretionary $741.5MNon-discretionary $5.2M