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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2022
- Office Locations
- 1
Office Locations
About Solid Point Wealth Advisors, LLC
Solid Point Wealth Advisors, LLC is a New York-based RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides wealth planning, tax and estate planning, retirement plan guidance, insurance planning, and portfolio construction. Investment approach emphasizes active management and asset allocation, with portfolios largely implemented using ETFs; custody through Charles Schwab & Co.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTONY JOHN DESORBO
Partner
- CRD
- #3115838
- Ownership
- 25% but less than 50%
CHRISTOPHER BRADFORD ROOP
Advisor, Chief Compliance Officer, PARTNER
- CRD
- #4902106
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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DAVID JOHN DENNETT
--
- CRD
- #2512476
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,670,103 | $500,712 |
| Non-Discretionary | $0 | -- |
| Total | $119,670,103 | $500,712 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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