SOLIDARITY WEALTH, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	15
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	8
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	554	$512.4M
Non-Discretionary	2	$9.6M
Total	556	$522.0M

Clients

Type	Number	RAUM
Individuals	25	$7.1M
HNW Individuals	133	$513.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$1.8M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMSubscription feesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	247.2M
Portfolio Manager	247.2M
Both for Same	247.2M

Portfolio Manager to Program	Sponsor
SOLIDARITY WRAP FEE PROGRAM	SOLIDARITY WEALTH, LLC

Identifiers

SEC RIA File Number	801-122536
SEC ERA File Number	801-122536
SEC CIK Numbers	1906613
SEC CRD Numbers	315843
Legal Entity Identifier	None

Principal Office

3600 N OUTLET PARKWAY
SUITE 200
LEHI
UT
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic