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Zachary Montague Whitchurch

SOLIDARITY WEALTH, LLC·LEHI, Utah
SIE, Series 7, Series 66CFPClean record17 years registeredSOLIDARITY WEALTH, LLC
3600 N OUTLET PARKWAY, LEHI, UT 84043CRD# 5604111Firm CRD# 315843

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Montague Whitchurch · LEHI, UT
Registration
CRD #5604111 · SOLIDARITY WEALTH, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

SOLIDARITY CAPITAL MANAGEMENT, LLC
Feb 2023 – present
SOLIDARITY WEALTH, LLC
Oct 2021 – present
WELLS FARGO CLEARING SERVICES, LLC
Jan 2011 – Oct 2021
SALT LAKE CITY, UT
WELLS FARGO INVESTMENTS, LLC
Jan 2009 – Jan 2011
SALT LAKE CITY, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 15, 2009
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOLIDARITY WEALTH, LLC
CRD 315843 · SEC 801-122536
AUM
$522M
Regulatory assets under management
Employees
15
556 client accounts
Services offered by SOLIDARITY WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SOLIDARITY WEALTH, LLC →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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.
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Other Advisors at SOLIDARITY WEALTH, LLC

Jeffrey Mcclean
LEHI, UT
William James Mortimer
LEHI, UT

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