SOLSTICE WEALTH

SOLSTICE WEALTH of AUSTIN, TX is an SEC-registered investment adviser (CRD 281950). Regulatory assets under management: $53.0M.

Registration

• CRD: 281950
• Type: Registered investment adviser
• Location: 14205 N MOPAC EXPY, AUSTIN, TX, 78728
• Phone: 512-294-4385
• Latest filing: 2026-03-31
• Regulatory AUM: $53.0M
• Non-discretionary AUM: $53.0M
• Clients: 3
• Accounts: 84

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281950 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search