AdvisorOS Directory
Claim Profile
ZW

Zachary Montague Whitchurch

SOLIDARITY WEALTH, LLC·LEHI, Utah
Unclaimed Profile
3600 N OUTLET PARKWAY, LEHI, UT 84043CRD# 5604111Firm CRD# 315843
01

About

Zachary Montague Whitchurch is a registered financial advisor based in LEHI, Utah, affiliated with SOLIDARITY WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOLIDARITY WEALTH, LLC
SOLIDARITY WEALTH, LLC
AUM
$522M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at SOLIDARITY WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 5604111
Firm CRD# 315843
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LEHI?

Browse all registered financial advisors in LEHI, Utah or claim this profile if it's yours.

Browse LEHI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Zachary Montague Whitchurch offer?
Zachary Montague Whitchurch specializes in Financial Planning, Investment Management. Contact their office in LEHI, Utah for a consultation.
What are Zachary Montague Whitchurch's credentials?
Zachary Montague Whitchurch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Montague Whitchurch located?
Zachary Montague Whitchurch is based in LEHI, Utah, working with SOLIDARITY WEALTH, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does Zachary Montague Whitchurch charge for services?
Zachary Montague Whitchurch's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLIDARITY WEALTH, LLC?
SOLIDARITY WEALTH, LLC has approximately 15 employees and manages $522M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LEHI
Mark Joseph Broadbent — BANNER CAPITAL MANAGEMENT, LLCDonna Basinet Tillery — WEST RIM CAPITAL ASSOCIATES II, L.P.David Fraser Bullock — WEST RIM CAPITAL ASSOCIATES II, L.P.Paul Byron Ahlstrom — ALTA VENTURES MEXICO MANAGEMENT (GP), L.P.Aaron Joseph Evans — SWELL COLLECTIVE MANAGEMENT, LLC
Nearby cities in Utah
SALT LAKE CITY (358)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile