Solyco Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Up to $1,500 per engagement, negotiable
Up to 1.50% annually (negotiable, based on factors such as asset level, service complexity)
Up to $250 per hour, negotiable
Fee-only: Hourly fees up to $250 per hour; fixed fees up to $1,500 (both negotiable)
Main office
See office210 South Old Woodward Avenue, Suite 240
Birmingham MI 48009
Advisors at this office
2
Offices (6)
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
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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