Solaris Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,852,027
Clients
73
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
73
Very HighAverage account size
$628,110
About
Solaris Private Wealth Management provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, small business owners and nonprofit foundations. The firm’s brochure lists portfolio management, advisory consultations (financial planning/ad hoc advice) and financial educational workshops among its offerings, and states it does not impose account minimums.
SolarisPWM tailors portfolios to each client’s stated risk profile and relies on Modern Portfolio Theory when constructing allocations, using no-load mutual funds, low-cost ETFs, individual equities and fixed income securities. The brochure notes the firm operates with discretionary trading authority, reviews accounts at least quarterly, and allows clients to impose restrictions on holdings.
The firm’s stated client base and the principal’s board roles with private foundations align with its work for charitable organizations, a client type the brochure specifically identifies. SolarisPWM also highlights its educational workshops, its fee-only structure with no soft-dollar practices, and that it accepts authority to vote client securities with voting records available upon request.
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, 100% compensation from advisory fees; no commissions or third-party compensation.
Main office location
Solaris Private Wealth Management
6500 River Place Blvd, Bldg 7 Suite 250
Austin TX 78730, United States
Number of offices
1
Most active in
Solaris Private Wealth Management has reported serving >5 clients in these states in the last 12 months.
Nevada · Texas
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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