Solid Point Wealth Advisors, LLC
● SEC registered since 2022CRD 323093SEC# 801-126623
Reg. AUM
$119.7M
Employees
8
Accounts
239
Location
—
Solid Point Wealth Advisors, LLC assets under management
Solid Point Wealth Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $119.7 million in regulatory assets under management and employs 8 people.
Solid Point Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Otto Delmedico Control | Partner | Under 5% | 2024 |
| Antony John Desorbo Control | Partner | 25-50% | 2022 |
| Brian Paul Gambill Control | Partner | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Solid Point Wealth Advisors, LLC manage?
Solid Point Wealth Advisors, LLC reports $119.7 million in regulatory assets under management on its Form ADV.
How many employees does Solid Point Wealth Advisors, LLC have?
Solid Point Wealth Advisors, LLC reports 8 employees.
Does Solid Point Wealth Advisors, LLC disclose fund performance?
Solid Point Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 518-681-0107 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119.7M▲ 49%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$119.7Mregulatory AUM
Discretionary $119.7M