A complete list of active advisors currently associated with Fountain Private Wealth, LLC

Warmer can help you find a great advisor at Fountain Private Wealth, LLC or one who fits your needs even better.

Fountain Private Wealth is a newly filing SEC-registered investment adviser that intends to serve individuals, high‑net‑worth clients, trusts, retirement plans, and other institutional and fiduciary clients through discretionary and non‑discretionary investment management, financial planning, and consulting. The firm’s brochure describes offering portfolio management for individual clients and ongoing financial planning and consultation as part of its advisory services. The brochure describes an investment process that blends diversification and both passive and active strategies, including ETFs, mutual funds, alternatives, options, and the use of third‑party Independent Managers (including the Altruist platform). It also details analytical methods such as technical and relative‑strength analysis, trend‑following (200‑day average), tactical asset allocation, and using cash strategically, with continuous monitoring and the ability to manage accounts on a discretionary basis. What is distinctive about Fountain compared with many peers in this filing category is that, despite having no active registered advisors or assets at filing, it emphasizes services that are statistically uncommon for no‑advisor firms — explicit individual portfolio management, integrated financial planning, and the brochure indicates use of testimonials in advertising. The brochure also notes reliance on third‑party platforms and Independent Managers, does not describe private‑fund advisory activity, and discloses that the firm will not vote client proxies, which together shape an operational model different from many small or newly filing advisers.

To learn more about the advisors currently working at Fountain Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Scott Sollars profile photo Scott Sollars
Leawood, KS
10
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