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- Custodian
- Brown Brothers · Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-31-2006
- Office Locations
- 1
Office Locations
About Solitude Wealth Advisors, Llc.
Solitude Wealth Management provides retirement-focused wealth management for individuals as well as trusts, foundations, and corporations. The firm emphasizes time-tested, tax-focused strategies intended to remove market risk, protect principal, and deliver predictable income with liquidity for retirees, including guidance on Social Security and pre-65 health insurance planning. Public profile data indicates portfolios are implemented primarily with ETFs.
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Owner & Executives
GREGORY NONDAS ROUMPOS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1697382
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GEORGE ROUMPOS
Vice President
- CRD
- #6154717
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,121,171 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,121,171 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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