Solidarity Wealth, LLC
● SEC registered since 2021CRD 315843SEC# 801-122536Lehi, UT
Reg. AUM
$704.2M
Employees
12
Accounts
1,019
Location
Lehi, UT
Solidarity Wealth, LLC assets under management
Solidarity Wealth, LLC is a registered investment adviser overseen by the SEC based in Lehi, UT. The firm has been registered since 2021. It reports $704.2 million in regulatory assets under management and employs 12 people.
Solidarity Wealth, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dpws Holdings LLC | Owner | 10-25% | 2021 |
| Jeffrey Thomas McClean | Chief Compliance Officer | Under 5% | 2021 |
| Solidarity Holdings, LLC Control | Owner | Over 75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Solidarity Wealth, LLC manage?
Solidarity Wealth, LLC reports $704.2 million in regulatory assets under management on its Form ADV.
How many employees does Solidarity Wealth, LLC have?
Solidarity Wealth, LLC reports 12 employees.
Where is Solidarity Wealth, LLC located?
Solidarity Wealth, LLC is based in Lehi, UT and has been SEC-registered since 2021.
Does Solidarity Wealth, LLC disclose fund performance?
Solidarity Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3600 N Outlet Parkway, Suite 200, Lehi, UT 84048 |
| Phone | 385-374-1665 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$704.2M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$704.2Mregulatory AUM
Discretionary $704.2M