Solyco Wealth LLC logo

Solyco Wealth LLC

Updated today

Client assets under management

$116,168,145

Clients

158

21% high-net worth

Advisors

7

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

23

Very Low

Average account size

$735,241

About

Solyco Wealth provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, businesses, and retirement plans. The firm constructs portfolios using low‑cost mutual funds and ETFs, individual stocks and bonds, options, and alternative investments, and offers written or hourly financial planning engagements as needed.

The firm typically pursues a long‑term oriented strategy while using both fundamental and technical analysis, rebalancing or trading short‑term when client objectives or market conditions warrant. Accounts are monitored continuously by designated investment professionals with formal reviews at least annually, and client assets are held at a qualified custodian with trade execution and reporting handled through that custody relationship.

Distinctive features disclosed in the brochure include an affiliated tax preparation and accounting practice (Solyco Advisors Tax Services) and common ownership with Solyco Core Partners and Solyco CAC, the former serving as general partner to venture capital funds; the firm discloses these relationships, the potential conflicts they create, and policies (including not charging a separate advisory fee for client investments in those funds) to mitigate those conflicts. The firm also states it provides periodic reports on holdings, allocations and performance to clients and participates on an institutional custodian platform that provides technology and support benefits.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Up to $1,500 for fixed financial planning engagements

Percentage

Up to 1.50% annually; monthly billing at 0.125% per month; quarterly billing at 0.375% per quarter

Project-based

Up to $250 per hour for financial planning services

Other

Fee-only: Financial planning fees up to $250 per hour; fixed fees up to $1,500

Main office location

Solyco Wealth LLC

210 South Old Woodward Avenue, Suite 240

Birmingham MI 48009, United States

Number of offices

3

Most active in

California · Florida · Louisiana · Michigan · Ohio · Pennsylvania · Texas

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

Thomas T

Series 63, Series 65

Birmingham, MI

Solyco Wealth LLC

Thomas Trouba is a financial advisor at Solyco Wealth LLC in Birmingham, MI, holding Series 63 and Series 65 licenses. He has been with Solyco Wealth since 2025 and previously worked in insurance and other industries, including a four-year tenure at Affinity Insurance Partners. Trouba is a licensed life insurance agent and maintains a real estate license primarily for referral and networking purposes. Solyco Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis, offering diversified portfolios that include mutual funds, ETFs, equities, bonds, options, and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Evan G

Series 63, Series 65

Orlando, FL

Solyco Wealth LLC

Evan Gruchot is a financial advisor at Solyco Wealth LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Northwestern Mutual and Clarity Financial Planning. In addition to his advisory role, he provides private equity consulting focused on fund administration, capital raising strategies, board advisory services, and optimizing organizational structures. Solyco Wealth offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis and provides tax preparation and accounting services through an affiliated entity.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Vito G

Series 66

Birmingham, MI

Solyco Wealth LLC

Vito Gioia is a financial advisor at Solyco Wealth LLC in Birmingham, MI, holding a Series 66 designation with 15 years of industry experience. He has worked at Fifth Third Securities since 2008 and joined Solyco Wealth in 2022. Outside of his advisory role, Gioia serves as First Vice President of the Detroit Athletic Club. Solyco Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis, offering portfolios that may include mutual funds, ETFs, equities, bonds, options, and alternative investments, while also providing tax preparation and accounting services through an affiliated entity.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Jamie R

Series 63, Series 65

Hanover, PA

Solyco Wealth LLC

Jamie Roth is a financial advisor at Solyco Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AE Wealth Management, Encompass More Asset Management, and Primerica Financial Services. Roth also operates as an independent life insurance agent through Alto Financial Group, assisting clients with retirement planning including annuities and life insurance. Solyco Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and offers additional tax preparation and accounting services through an affiliated entity.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Tinja A

Series 66

Orlando, FL

Solyco Wealth LLC

Tinja Anderson is a financial advisor at Solyco Wealth LLC with four years of industry experience. She holds a Series 66 designation and previously worked at MML Investors Services, LLC, GFG Solutions, Mass Mutual Life Insurance Company, and Anderson & Mitterling. Outside of her advisory role, she owns a consulting firm focused on strategic sales and communications and hosts the Pursuit of Excellence Podcast. Solyco Wealth LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis, and also offers tax preparation and accounting services through an affiliated entity.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Curtis T

Series 63, Series 65

Birmingham, MI

Solyco Wealth LLC

Curtis Trimble is a financial advisor at Solyco Wealth LLC in Birmingham, MI, with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Outside of his advisory role, he serves as a director at Solyco Core Partners and is a part owner and member of Poppleton Partners, a lower middle market bank. Solyco Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis and offers additional tax preparation and accounting services through an affiliated entity.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Derek P

Series 63, Series 65

Birmingham, MI

Solyco Wealth LLC

Derek Podolak is a financial advisor with Solyco Wealth LLC in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has previously worked with Gladstone Wealth Partners, Affinity Wealth Management Group, LPL Financial, and CITIZENS Bank. In addition to his advisory role, he operates as an independent insurance agent. Solyco Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and offers tax preparation and accounting services through an affiliated entity.

Active portfolio management Options & derivatives strategies Private / alternative investments
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