Solid Point Wealth Advisors, LLC logo

Solid Point Wealth Advisors, LLC

Updated today

Client AUM

$102,095,328

Clients

227

Advisors

4

of 8 employees

About

Solid Point Wealth Advisors serves individuals (including high‑net‑worth clients), plan sponsors, not‑for‑profits and businesses, offering discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting including non‑fiduciary ERISA services and IRA rollover advice. The firm advises on a broad array of investments, from equities and fixed income to mutual funds, ETFs, REITs, private placements and real estate, and manages accounts on a discretionary basis.

The firm tailors advice and allocations to each client’s objectives and uses a mix of fundamental analysis alongside technical/charting and cyclical methods; it may employ short‑term or frequent trading when deemed suitable for a client’s goals. Trades are executed through a directed custodial relationship with Charles Schwab and cash management is limited to the custodian’s sweep options; clients receive custodian statements rather than regular separate written performance reports from the firm.

Distinctive features include a recent firm start date (2022) with about $120 million in discretionary AUM and four advisors, a combination that differs from many peers, and an explicit willingness to include private and illiquid investments such as private placements and direct real estate/REIT exposure. The brochure also discloses potential conflicts — notably that rollovers to accounts the firm manages increase its AUM — and the firm generally does not accept proxy‑voting authority for client securities.

Client services

Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

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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

Manlius NY

Advisors at this office

4

Most active in

Florida · 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 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Solid Point Wealth Advisors in 2022, he worked at Sandhill Investment Management for three years and Manning & Napier Advisors, LLC, as well as Manning & Napier Investor Services, Inc., for 15 years. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by offering discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis and includes private placements and real estate investments in its offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Manning & Napier Advisors and Benefits prior to joining Solid Point Wealth Advisors in 2022. Outside of advisory work, he is the co-founder and CEO of Elite NIL, a college sports marketing agency, and co-founder and president of the 315 Foundation, a nonprofit that connects Syracuse University athletes with other charities. Solid Point Wealth Advisors serves individuals, plan sponsors, nonprofits, and businesses with discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a varied investment approach including fundamental analysis and technical methods, and is notable for incorporating private and illiquid investments such as private placements and direct real estate exposure.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

David D

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

David Dennett is a financial advisor with Solid Point Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Sandhill Investment Management, Viking Capital, and Adirondack Trust Company. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by providing discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and manages a broad range of investments, including private placements and real estate, with a focus on tailoring advice to clients’ objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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 since 2024. He previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. from 2013 to 2024. Outside of his advisory role, he serves on the boards of the Estate Planning Council of Central New York, Westside Community Federal Credit Union, and acts as treasurer for the Youth Hockey/Rochester Coalition. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by providing discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and includes private placements and direct real estate/REIT exposure in its investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this firm
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