Solist Wealth, LLC
CRD 329317SEC# 801-136668Tampa, FL
No longer SEC-registered. Solist Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$130.1M
Employees
1
Accounts
216
Location
Tampa, FL
Solist Wealth, LLC assets under management
Solist Wealth, LLC is an investment advisory firm registered with the SEC based in Tampa, FL. It reports $130.1 million in regulatory assets under management and employs 1 people.
Solist Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Scott Rosenbach Control | Founder, Ceo, And Cco | Under 5% | 2023 |
| Solist Financial LLC Control | Owner | Over 75% | 2025 |
| Michael Scott Rosenbach Control | Owner | Over 75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Solist Wealth, LLC manage?
Solist Wealth, LLC reports $130.1 million in regulatory assets under management on its Form ADV.
How many employees does Solist Wealth, LLC have?
Solist Wealth, LLC reports 1 employees.
Where is Solist Wealth, LLC located?
Solist Wealth, LLC is based in Tampa, FL.
Does Solist Wealth, LLC disclose fund performance?
Solist Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 442 W Kennedy Blvd, Suite 290, Tampa, FL 33606 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$130.1Mregulatory AUM
Discretionary $130.1M