← Tributary

DISCIPLINE WEALTH SOLUTIONS, INC.

GREENVILLE, SC · CRD 315846 · IAPD ↗ · lindedin.com · 864-322-6046

$746.7MRegulatory AUM
18Advisory reps
18Employees
0Clients
0Planning clients
0Private funds
44States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
June 2026 — DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in AR, KS, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in AK, AL, CO, KY, ME, MS, NE, NH, NV, OK, OR, UT, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — DISCIPLINE WEALTH SOLUTIONS, INC. crossed $500M in regulatory AUM ($316.3M -> $746.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
March 2026 — DISCIPLINE WEALTH SOLUTIONS, INC. grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
78
March 2026 — DISCIPLINE WEALTH SOLUTIONS, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
February 2026 — DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
December 2025 — DISCIPLINE WEALTH SOLUTIONS, INC. changed its website from stahlneckergroup.com to lindedin.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
December 2025 — DISCIPLINE WEALTH SOLUTIONS, INC. added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in CT, DC, IN, MD, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2025 — DISCIPLINE WEALTH SOLUTIONS, INC. reported RAUM up 240% ($93.0M -> $316.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
November 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
November 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. added office(s): 5 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
November 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. grew from 8 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
October 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in CA, MI, MN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
October 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. grew from 3 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
September 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
August 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in NJ, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
June 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. changed its website from disciplinewealth.com to stahlneckergroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
46
June 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in GA, MA, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in HI, ID, OH, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in FL, IA, IL, MO, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2024 — DISCIPLINE WEALTH SOLUTIONS, INC. now reports custody of client assets ($144,588).
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.