Solano Wealth Investment Advisors, LLC
● SEC registered since 2024CRD 322037SEC# 801-130590Fairfield, CA
Reg. AUM
$331.9M
Employees
7
Accounts
740
Location
Fairfield, CA
Solano Wealth Investment Advisors, LLC assets under management
Solano Wealth Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Fairfield, CA. The firm has been registered since 2024. It reports $331.9 million in regulatory assets under management and employs 7 people.
Solano Wealth Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlos Romero Mendoza Control | Chief Executive Officer & Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Solano Wealth Investment Advisors, LLC manage?
Solano Wealth Investment Advisors, LLC reports $331.9 million in regulatory assets under management on its Form ADV.
How many employees does Solano Wealth Investment Advisors, LLC have?
Solano Wealth Investment Advisors, LLC reports 7 employees.
Where is Solano Wealth Investment Advisors, LLC located?
Solano Wealth Investment Advisors, LLC is based in Fairfield, CA and has been SEC-registered since 2024.
Does Solano Wealth Investment Advisors, LLC disclose fund performance?
Solano Wealth Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1300 Oliver Road, Suite 210, Fairfield, CA 94534 |
| Phone | (707) 435-8400 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2049179 |
| Discloses disciplinary history | No |
Regulatory AUM
$331.9M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$331.9Mregulatory AUM
Discretionary $331.9M