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- Custodian
- Charles Schwab & Company · Gemini Trust · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-18-2024
- Office Locations
- 1
Office Locations
About Solist Financial
Solist Financial (Solist Wealth LLC) is a Tampa, FL RIA providing integrated planning and bespoke strategies across wealth management, lending, insurance, and estate planning, with family office-style coordination. Its investment approach leans heavily on ETFs alongside fixed income and select private funds; custody relationships include Charles Schwab & Co., and the firm lists Addepar in its tech stack.
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CRM
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Owner & Executives
Michael Scott Rosenbach
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6497350
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Vansh Nilesh Patel
--
- CRD
- #7839451
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,131,318 | -- |
| Non-Discretionary | $0 | -- |
| Total | $130,131,318 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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