Solaris Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,704,995
Total clients
76
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
76
Average account size
$482,960
About
Solaris Private Wealth Management works with individuals (including high-net-worth clients), small business owners, and nonprofit foundations, offering investment advisory and portfolio management, financial planning/ad hoc consultation, and financial educational workshops. The firm is fee-only and tailors services to each client; it does not participate in wrap fee programs.
Solaris constructs portfolios using Modern Portfolio Theory and a mix of no-load mutual funds, low-cost ETFs, individual equities, and fixed income, aligning allocations to each client’s risk profile. The adviser manages both discretionary and non‑discretionary accounts — reporting $36.7 million in AUM as of March 30, 2024, with $25.6 million designated discretionary — so a meaningful portion of assets remain under client direction.
Compared with many independent peers, Solaris’s client mix and service set include charitable organizations and regular educational workshops, both of which are less common among similarly sized independent advisers. The firm also emphasizes client-directed restrictions and a transparent custodial relationship (Schwab Institutional) while operating without soft-dollar arrangements.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Fee options
$0 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.50% $3,000,000+: Negotiable
Fee-only: Fee-only firm; compensation solely from advisory fees based on AUM
Main office location
Solaris Private Wealth Management
6500 River Place Blvd, Bldg 7 Suite 250
Austin TX 78730, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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