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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
About Solano Wealth Advisors
Solano Wealth Management provides comprehensive wealth management and investment advisory for individuals, families, and businesses, pairing financial planning with disciplined, goal- and risk-aligned portfolio strategies. The firm also supports retirement and estate planning, tax-efficient planning, and risk management via life insurance and long-term care solutions. Advisors are registered with LPL Financial, with advice delivered through its RIA entity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CARLOS ROMERO MENDOZA
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4237221
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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FRANCISCO JAVIER GUERRA
--
- CRD
- #6711410
Austin David Jones
--
- CRD
- #7641000
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $331,919,831 | $448,540 |
| Non-Discretionary | $0 | -- |
| Total | $331,919,831 | $448,540 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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