SOLIDARITY WEALTH, LLC

CRD

315843

SEC file #

801-122536

EIN

871411727

DBA names

—

Economics

AUM

$704.2M

AUM band

$500M-$1B

AUM trajectory

'22 · $250.8M

'23 · $250.8M

'25 · $627.8M

'26 · $704.2M

'22'26

$250.8M → $704.2M▲ +181%

sec adv history

Client mix

Individuals High Net Worth	175
Individuals Other	43

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 7 advisors

'23 · 7 advisors

'25 · 9 advisors

'26 · 8 advisors

'22'26

7 advisors → 8 advisors▲ +14%

sec adv history

Primary office

LEHI UT

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

% of AUMSubscription feesFixed fees

Filings

Latest ADV filing

03/04/2026

ADV-W filed at

—

Website

solidaritywealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SOLIDARITY HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SOLIDARITY HOLDINGS, LLC

DPWS HOLDINGS LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SOLIDARITYWEALTH.COM

Rdap Domain Creation Date

2021-06-11T21:32:14Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001906613

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-04-26

Edgar Last Filing Date

2026-04-29

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-29

Accession0001172661-26-001560

Edgar Former Names

Solidarilty Wealth, LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

3600 N OUTLET PARKWAYSUITE 200LEHI, UT 84048

Business

3600 N OUTLET PARKWAYSUITE 200LEHI, UT 84048

Edgar EIN

871411727

Edgar Recent Filings

13F-HR2026-04-29 · 0001172661-26-001560

13F-HR2026-01-29 · 0001172661-26-000375

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-06-11T21:32:14Z

Rdap Domain Last Changed

2025-06-12T11:31:12Z

Rdap Nameservers

Ns37.domaincontrol.comNs38.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate