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SOLANO WEALTH MANAGEMENT, INC.

FAIRFIELD, CA · CRD 168720 · IAPD ↗ · solanowealth.com · 707-435-8400

$322.3MRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2024 — SOLANO WEALTH MANAGEMENT, INC. (FAIRFIELD, CA) left the SEC roster (was $322.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — SOLANO WEALTH MANAGEMENT, INC. notice-filed in 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.