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Solidarity Wealth, LLC

Headquartered in LEHI, UT

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Firm Information

Solidarity Wealth, LLC is an investment advisor based in Lehi, UT. They have 9 investment advisor representatives and 4 licensed agents. The firm advises high-net-worth individuals and individuals other than high-net-worth, managing $627,846,624 in regulatory assets under management. Their services include financial planning and portfolio management for individuals.

Solidarity Wealth, LLC

3600 N OUTLET PARKWAY

LEHI, UT 84043

$627.85M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SOLIDARITY WEALTH, LLC has a total of 2 branch locations across the country.
location

LEHI, UT

location

Lehi, UT

Advisors at Solidarity Wealth, LLC

View All 8 Advisors
Unclaimed
Zachary Montague Whitchurch

CFP®, RA

LEHI, UT

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Unclaimed
Daniel Clark

RA

LEHI, UT

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Unclaimed
William James Mortimer

RA

LEHI, UT

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Unclaimed
Jamie O Tarrant

RA

LEHI, UT

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Unclaimed
Alexandria Bethany Tucker

RA

LEHI, UT

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Unclaimed
Robert Clark Featherstone

RA

LEHI, UT

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Unclaimed
Jeffrey Thomas McClean

RA

LEHI, UT

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Unclaimed
Veronica Fox

RA

LEHI, UT

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Disclosures

There are no public disclosures for Solidarity Wealth, LLC.

Frequently Asked Questions (7)

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