SOLARIS PRIVATE WEALTH MANAGEMENT

SOLARIS PRIVATE WEALTH MANAGEMENT of AUSTIN, TX is an SEC-registered investment adviser (CRD 140180). Regulatory assets under management: $49.3M.

Registration

• CRD: 140180
• Type: Registered investment adviser
• Location: 6500 RIVER PLACE BLVD, AUSTIN, TX, 78730
• Phone: 866-826-8420
• Latest filing: 2026-04-07
• Regulatory AUM: $49.3M
• Discretionary AUM: $49.3M
• Clients: 1
• Accounts: 202

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140180 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search