The SOLIDARITY WEALTH GROUP is a privately held investment adviser that advises $831.74mn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. SOLIDARITY WEALTH GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 231.68% over the last 4-years.
The Group has been registered with the SEC for 4.78 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3600 N OUTLET PARKWAY SUITE 200, LEHI, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 16 employees comprised of 11 investment and 5 non-investment staff. The total number of Employees increased by 128.57% over the last 4-years.
Their $831.74mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $688.33mn or 82.76% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $127.58mn or 15.34% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
SOLIDARITY WEALTH GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.