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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-22-2021
- Office Locations
- 1
Office Locations
About Solidarity Wealth, LLC
Solidarity Wealth is an independent, fee-only fiduciary boutique multi-family office serving founders, entrepreneurs and executives in Utah and nearby states. The firm limits the number of families it serves and delivers whole-balance-sheet wealth management—asset allocation plus estate and tax planning, bookkeeping and bill pay, monthly balance sheet/income statement reporting, and facilitated family meetings—designed for families with significant (8–9 figure) wealth.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY THOMAS MCCLEAN
Chief Compliance Officer, Manager, PARTNER, WEALTH ADVISOR
- CRD
- #6986069
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DANIEL CLARK
Wealth Advisor
- CRD
- #6064275
ROBERT CLARK FEATHERSTONE
Senior Client Associate
- CRD
- #6273849
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $704,156,344 | $691,027 |
| Non-Discretionary | $0 | -- |
| Total | $704,156,344 | $691,027 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | 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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