← Tributary

SOLIDARITY WEALTH, LLC

LEHI, UT · CRD 315843 · IAPD ↗ · solidaritywealth.com · 385-374-1665

$704.2MRegulatory AUM
8Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — SOLIDARITY WEALTH, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — SOLIDARITY WEALTH, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2024 — SOLIDARITY WEALTH, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — SOLIDARITY WEALTH, LLC crossed $500M in regulatory AUM ($375.5M -> $522.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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