SOLIST WEALTH MANAGEMENT LLC

SOLIST WEALTH MANAGEMENT
TAMPA, Florida·2 registered advisors·CRD# 329317
SEC# 801-1293560813-493-3833
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOLIST WEALTH MANAGEMENT LLC

2 registered advisors
Jonathan Bouchlas
TAMPA, Florida
Michael Scott Rosenbach
TAMPA, Florida
05

Office Locations

TAMPA, Florida
2 advisors

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Data sourced from SEC Form ADV filings. SOLIST WEALTH MANAGEMENT LLC (CRD# 329317) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.