SOLIDARITY WEALTH, LLC of LEHI, UT is an SEC-registered investment adviser (CRD 315843). Regulatory assets under management: $704.2M.
Compensation: % of AUM, Fixed, Subscription.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jeffrey McClean | CHIEF COMPLIANCE OFFICER | Lehi, UT |
| Jeffrey Thomas Mcclean | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| William James Mortimer | CHIEF INVESTMENT OFFICER | — |
| Zachary Montague Whitchurch | PRESIDENT | — |
| MORTIMER ROGER JAMES | CHIEF INVESTMENT OFFICER; PARTNER | — |
| MCCLEAN JEFFREY | CHIEF COMPLIANCE OFFICER | — |
| WHITCHURCH ZACHARY MONTAGUE | PARTNER; PRESIDENT | — |
| MCCLEAN JEFFREY THOMAS | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |