CRD: 140180
Solaris Private Wealth Management
$49.3M Total AUM
$49.3M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-11-2006
- Office Locations
- 1
Office Locations
6500 River Place Blvd Bldg 7 Suite 250 Austin TX
About Solaris Private Wealth Management
Solaris Private Wealth Management is an Austin-based fiduciary advisor serving individual investors and business owners—from young families to mature investors—with goal-focused financial planning and investment management. Portfolios emphasize ETFs (with some fixed income). Offers tax/estate planning and insurance coordination, plus a corporate financial literacy program; custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$49.3M AVG AUM / ADVISOR
$675.8K AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
KAI ALBERT LAMB
Managing Director, Managing Member
- CRD
- #3172007
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,333,320 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,333,320 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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