Solo K Wealth LLC
CRD 318236SEC# 801-123280Scottsdale, AZ
No longer SEC-registered. Solo K Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
1
Accounts
—
Location
Scottsdale, AZ
Solo K Wealth LLC assets under management
Solo K Wealth LLC is an SEC-registered investment adviser based in Scottsdale, AZ. It employs 1 people.
Solo K Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Nabers Control | Chief Compliance Officer | Under 5% | 2023 |
| Solo K, Inc. Control | Owner | Over 75% | 2021 |
| Jeffrey Nabers Control | Ceo | 50-75% | 2021 |
Frequently asked questions
How many employees does Solo K Wealth LLC have?
Solo K Wealth LLC reports 1 employees.
Where is Solo K Wealth LLC located?
Solo K Wealth LLC is based in Scottsdale, AZ.
Does Solo K Wealth LLC disclose fund performance?
Solo K Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14362 N Frank Lloyd Wright Blvd, Suite 1000, Scottsdale, AZ 85260 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,825 advisers