Solid State Wealth Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Solid State Wealth Advisory Group is an SEC‑registered wealth management firm that, in its initial filing, indicates it serves individuals, high‑net‑worth individuals, and businesses. The firm states its services include ongoing discretionary investment management for individual portfolios as well as financial planning and consulting.
SSWAG describes a client‑tailored approach that sets investment strategies based on each client’s goals, risk tolerance, and time horizon and employs a mix of analytical methods (including fundamental, technical, quantitative, and modern portfolio theory) to build and monitor portfolios. The brochure also discloses that the firm may select and appoint sub‑advisors — with authority to manage and further delegate discretionary investment authority — to provide services on client accounts.
Distinctive features noted in the brochure include offering financial planning on an hourly and fixed‑fee basis in addition to asset‑based advisory services, and expressly providing portfolio management for individual clients while stating no account minimum. The firm also states it is not a private fund adviser even though it may recommend participation in private offerings when appropriate.
Client services
Expertise
Fee options
Up to $10,000 per financial plan, may exceed $10,000 for complex engagements
Negotiable between 0.50% and 2.50% annually
$500 per hour
Main office
Lake Forest CA
Advisors at this office
2
Most active in
California · Montana
Also doing business as
Solid State Wealth Advisory Group · Solid State Wealth Advisory Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Samuel S
Verified by Warmer
Series 66
Lake Forest, CA
Solid State Wealth Advisory Group
Samuel Sharples is a financial advisor at Solid State Wealth Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years and Waddell & Reed for one year. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, financial planning, and consulting with investment strategies tailored to clients’ goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and may appoint sub-advisors to manage client accounts.
Mohammad P
Series 66
Lake Forest, CA
Solid State Wealth Advisory Group
Mohammad Popal is a financial advisor at Solid State Wealth Advisory Group with 15 years of industry experience. He holds the Series 66 designation and previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of advising, he is involved in freelance photography. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth individuals, and businesses. The firm offers discretionary investment management, financial planning, and consulting services, employing a client-tailored approach using various analytical methods and may appoint sub-advisors to manage client portfolios.
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