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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-10-2021
- Office Locations
- 17
Office Locations
About Discipline Wealth Solutions, Inc.
Discipline Wealth Solutions is a Greenville, SC-based wealth management firm offering asset management and financial planning (including tax, estate, retirement, and insurance planning). Investment implementation centers on portfolio construction and asset allocation using vehicles such as mutual funds and ETFs. A key differentiator is its Integrated Advisor Platform (IAP™), positioned as a flexible, integration-friendly alternative to traditional TAMPs that lets advisors retain control of their brand, technology stack, and client relationships.
Reported data analysis
What the numbers show
Between October 20, 2025 and August 4, 2026, reported AUM increased 136.1%, from $316.3M to $746.7M.
Across 3 reported observations, AUM increased 702.6% between November 18, 2024 and August 4, 2026, from $93.0M to $746.7M.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 18 advisory representatives and 1,946 clients, or 108.1 clients per representative. That equates to $383.7K in reported AUM per client.
The profile lists 17 reported office locations and 5 years in operation. The source data was last updated on September 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Discipline Wealth Solutions, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Anthony R Colancecco Jr.
Chief Compliance Officer, CHIEF OPERATING OFFICER, Wealth Advisor
- CRD
- #6247436
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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RODNEY AU YEUNG
--
- CRD
- #4006157
JAMES BRYAN KEITH BALLENTINE
President, Wealth Advisor
- CRD
- #3183968
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $741,515,694 | $399,955 |
| Non-Discretionary | $5,167,616 | $112,339 |
| Total | $746,683,310 | $392,991 |
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Separately Managed Accounts
SMA allocation detail is available
Discipline Wealth Solutions, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Discipline Wealth Solutions, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.