Solyco Wealth LLC logo

Solyco Wealth LLC

Updated today

Client AUM

$116,168,145

Clients

158

Advisors

7

across 6 offices

About

Solyco Wealth serves individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management and written financial planning services. The firm also makes tax preparation and accounting available through an affiliated entity, Solyco Advisors Tax Services, as a separate offering from its advisory services.

The firm constructs portfolios from low‑cost mutual funds and ETFs, individual stocks and bonds, options, and alternative investments, using a mix of fundamental and technical analysis with a generally long‑term focus while allowing shorter‑term trading for rebalancing or client needs. Solyco Wealth manages client assets on a discretionary basis (approximately $116.2 million as of December 31, 2025) and provides clients and custodians with periodic account reports that include holdings, allocations, and performance information.

Solyco Wealth is distinct from many peer teams because it is affiliated with ownership entities — Solyco CAC LLC and Solyco Core Partners, LLC — where Solyco Core Partners serves as general partner to several venture capital funds; the advisor discloses potential conflicts from these relationships and states it will not charge a separate advisory fee when clients invest in those funds and will perform due diligence before recommending them. The firm also discloses receiving consulting compensation from affiliated entities for corporate financial analysis and strategy work for portfolio companies, which, together with its affiliated tax services, creates business ties that are uncommon among similar team firms.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

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Fee options

Fixed

Up to $1,500 per engagement, negotiable

Percentage

Up to 1.50% annually (negotiable, based on factors such as asset level, service complexity)

Project-based

Up to $250 per hour, negotiable

Other

Fee-only: Hourly fees up to $250 per hour; fixed fees up to $1,500 (both negotiable)

Main office

See office

210 South Old Woodward Avenue, Suite 240

Birmingham MI 48009

Advisors at this office

2

Most active in

California · Florida · Illinois · Kansas · Louisiana · Maryland · Michigan · North Carolina · 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 with one year of industry experience. Prior to joining Solyco Wealth, he worked at Affinity Insurance Partners and Savance, among other firms. He is a licensed real estate broker and life insurance agent, with life insurance sales making up the majority of his business over the past four years. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm employs a portfolio construction approach using low-cost mutual funds, ETFs, individual securities, options, and alternative investments, combining fundamental and technical analysis with a primarily long-term focus.

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 seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Northwestern Mutual and LPL Financial. In addition to his advisory role, he provides private equity consulting focused on fund administration, capital raising strategies, board advisory services, and organizational structure optimization. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and written financial planning. The firm uses a combination of fundamental and technical analysis to construct portfolios from low-cost mutual funds, ETFs, individual securities, options, and alternative investments, maintaining a generally long-term focus while accommodating client needs for shorter-term trading.

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

Samuel G

Series 63, Series 66

Chicago, IL

Solyco Wealth LLC

Samuel Gettis is a financial advisor at Solyco Wealth LLC with six years of industry experience. His career includes roles at JP Morgan Chase bank, N.A., J.P. Morgan Securities LLC, and EG Capital Holding. He has also been involved with Boys Hope Girls Hope of NYC. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm uses a combination of fundamental and technical analysis and manages portfolios including mutual funds, ETFs, stocks, bonds, options, and alternative investments, with a generally long-term focus.

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 with Solyco Wealth LLC in Hanover, PA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Solyco Wealth, Roth worked at AE Wealth Management and Encompass More Asset Management, among other firms. Roth also operates independently as a life insurance agent, assisting clients with retirement planning including annuities and life insurance. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and written financial planning services. The firm constructs portfolios using a combination of mutual funds, ETFs, stocks, bonds, options, and alternative investments, employing fundamental and technical analysis with a primarily long-term focus.

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

Isaac M

Series 65

Westerville, OH

Solyco Wealth LLC

Isaac Miller is a Series 65-licensed advisor at Solyco Wealth LLC with three years of industry experience. He previously worked at Evolution Financial Group, Mass Mutual, and The Lake Club. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm uses a combination of low-cost mutual funds, ETFs, individual securities, and alternative investments, employing both fundamental and technical analysis with a generally long-term investment focus.

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

Kevin E

Series 65

Overland Park, KS

Solyco Wealth LLC

Kevin Ellis Rutherford is a financial advisor at Solyco Wealth LLC with one year of industry experience. He holds a Series 65 designation and previously worked with Busey Bank and the PGA/Korn Ferry Tour. His background also includes roles with Major League Soccer (MLS) and various wealth advisory firms. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis to construct portfolios from a range of investments, including mutual funds, ETFs, individual securities, and alternative assets.

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
View complete list of advisors at this firm
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