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SOLUTIONS 4 WEALTH

SOUTHLAKE, TX · CRD 143248 · IAPD ↗ · 817-934-7010

$189.4MRegulatory AUM
5Advisory reps
5Employees
3Clients
1-10Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — SOLUTIONS 4 WEALTH now reports custody of client assets ($3.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.