← Tributary

SOLID POINT WEALTH ADVISORS, LLC

· CRD 323093 · IAPD ↗ · solidpointwealth.com · 518-681-0107

$119.7MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — SOLID POINT WEALTH ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2026 — SOLID POINT WEALTH ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — SOLID POINT WEALTH ADVISORS, LLC reported RAUM up 49% ($80.3M -> $119.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2025 — SOLID POINT WEALTH ADVISORS, LLC reported RAUM up 73% ($46.4M -> $80.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — SOLID POINT WEALTH ADVISORS, LLC reported RAUM up 84% ($25.2M -> $46.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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