Solid Point Wealth Advisors, LLC logo

Solid Point Wealth Advisors, LLC

Updated today

Client assets under management

$102,095,328

Clients

227

56% high-net-worth

Advisors

4

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

57

Typical

Average account size

$449,759

About

Solid Point Wealth Advisors is a registered investment adviser that serves individual investors (both non-high-net-worth and high-net-worth), plan sponsors, not‑for‑profits, and corporations. The firm provides discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting services, including non‑fiduciary ERISA education and fee benchmarking.

The firm’s investment process blends fundamental analysis with technical/charting and cyclical methods and may employ long‑ or short‑term strategies; managers typically operate with discretionary trading authority and permit clients to impose written restrictions on their accounts. Portfolios may include equities, corporate and municipal debt, mutual funds and ETFs, REITs, real estate, and private placements, and the firm uses the custodian’s money-market sweep for cash management.

Distinctive operational features include a routine requirement that clients direct brokerage to a single custodian (Charles Schwab) and a disclosure that the firm does not consistently aggregate trades, which can result in different execution prices across accounts; the firm also generally does not vote proxies on behalf of clients. Formed in 2022 and owned by multiple principals, the adviser also highlights IRA rollover conflicts of interest and offers ERISA non‑fiduciary services, which are notable considerations relative to many peers.

Client services

Portfolio management

Expertise

Wealth management Retirement income strategy

Occupation focus

Founder/Business Owner

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Fee options

Percentage

Under $2 Million - $2,000,000: 1% $2,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiable

Main office location

Solid Point Wealth Advisors, LLC

Manlius NY, United States

Number of offices

1

Most active in

New Hampshire · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher R

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sandhill Investment Management and Manning & Napier Advisors, LLC. He is based in Queensbury, NY. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, plan sponsors, and businesses, offering discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services. The firm uses a combination of analytical approaches across various trading horizons and manages client accounts on an ongoing basis.

Wealth management Retirement income strategy Founder/Business Owner
user avatar

Antony D

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

Antony Desorbo is a financial advisor at Solid Point Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Manning & Napier Advisors and Manning & Napier Benefits. Outside of advising, he is co-founder and CEO of Elite NIL, Inc., a college sports marketing agency, and co-founder and president of the 315 Foundation, a nonprofit connecting Syracuse University athletes with charities. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses, offering discretionary portfolio management and retirement-plan advisory services. The firm employs a range of analytical approaches and manages client accounts with discretionary authority.

Wealth management Retirement income strategy Founder/Business Owner
user avatar

David D

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

David Dennett is a financial advisor at Solid Point Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sandhill Investment Management, Viking Capital, and Adirondack Trust Company. Dennett is based in Queensbury, NY. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses. The firm provides discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services, utilizing a combination of charting, technical, fundamental, and cyclical analysis across various trading horizons.

Wealth management Retirement income strategy Founder/Business Owner
user avatar

Andrew D

CFP®, Series 63

Manlius, NY

Solid Point Wealth Advisors, LLC

Andrew Delmedico is a CFP® with 11 years of industry experience, currently serving as an advisor at Solid Point Wealth Advisors, LLC. He previously worked at Manning & Napier Advisors and Manning & Napier Investor Services. He holds board positions with the Estate Planning Council of Central New York and Westside Community Federal Credit Union, and serves as treasurer for a youth hockey coalition. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses, providing discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services. The firm uses a range of analytical approaches across various trading horizons and typically requires clients to direct brokerage to a specified custodian.

Wealth management Retirement income strategy Founder/Business Owner
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