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SOLITUDE FINANCIAL SERVICES, INC.

CHARLOTTESVILLE, VA · CRD 150348 · IAPD ↗ · solitudefinancial.com · (434) 218-2201

$363.5MRegulatory AUM
6Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — SOLITUDE FINANCIAL SERVICES, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2026 — SOLITUDE FINANCIAL SERVICES, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2026 — SOLITUDE FINANCIAL SERVICES, INC. reported RAUM up 28% ($284.0M -> $363.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
March 2024 — SOLITUDE FINANCIAL SERVICES, INC. notice-filed in PA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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