SOLIDARITY WEALTH, LLC

LEHI, Utah·3 registered advisors·CRD# 315843
SEC# 801-1225360385-374-1665
01

Firm Overview

AUM
$522M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Fixed fees
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOLIDARITY WEALTH, LLC

3 registered advisors
Jeffrey Mcclean
LEHI, Utah
William James Mortimer
LEHI, Utah
Zachary Montague Whitchurch
LEHI, Utah
05

Office Locations

LEHI, Utah
3 advisors

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Data sourced from SEC Form ADV filings. SOLIDARITY WEALTH, LLC (CRD# 315843) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.