# SOLIDARITY WEALTH, LLC

SOLIDARITY WEALTH, LLC of LEHI, UT is an SEC-registered investment adviser.

## Registration

- CRD: 315843
- Type: SEC-registered investment adviser
- SEC file number: 801-122536
- Location: 3600 N OUTLET PARKWAY, LEHI, UT, 84048
- Phone: 385-374-1665
- Latest filing: 2026-08-06
- Regulatory AUM: $704.2M
- Discretionary AUM: $704.2M
- Clients: 12
- Accounts: 1,019

## Business model

- Compensation: % of AUM, Fixed, Subscription
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315843/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315843/similar
- Related entities: https://search.stillhousedata.com/firm/315843/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315843

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.