SOLARIS STRATEGIC WEALTH

SOLARIS STRATEGIC WEALTH is an SEC-registered investment adviser (CRD 339657).

Registration

• CRD: 339657
• Type: Registered investment adviser
• Phone: 704-315-5623
• Latest filing: 2026-06-29
• Clients: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339657 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search