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SOLARIS PRIVATE WEALTH MANAGEMENT
SOLARIS, LLC
CRD 140180
6500 RIVER PLACE BLVD, BLDG 7 SUITE 250, AUSTIN, TX, 78730, United States
Phone
866-826-8420
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.3M
Discretionary AUM
$49.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $9.8M |
| High net worth individuals | 24 | $36.1M |
All web addresses on file
Official SEC filing: View on IAPD