SOLIST WEALTH MANAGEMENT
SOLIST WEALTH MANAGEMENT LLC Legal Name
Adviser information for SOLIST WEALTH MANAGEMENT last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 0 | $0 |
Total | 0 | $0 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
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 | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-129356 |
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SEC ERA File Number | 801-129356 |
SEC CIK Numbers | None |
SEC CRD Numbers | 329317 |
Legal Entity Identifier | None |
Principal Office
2701 N ROCKY POINT DRIVESUITE 100
TAMPA
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 813-493-3833, Fax: N/A
Chief Compliance Officer
JONATHAN BOUCHLAS
MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
2701 N ROCKY POINT DRIVE
SUITE 100
TAMPA
FL
United States
Tel:
813-294-8297
Fax:
N/A
J*******@******************M
(Full email address available in API data)
Regulatory Contact
MICHAEL SCOTT ROSENBACH
MANAGING PARTNER
2701 N ROCKY POINT DRIVE
SUITE 100
TAMPA
FL
United States
Tel:
813-294-3737
Fax:
N/A
M******************@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ROSENBACH, MICHAEL, SCOTT | Individual | – | MANAGING PARTNER | 11/2023 | 50-75% |
BOUCHLAS, JONATHAN | Individual | – | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | 11/2023 | 50-75% |