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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-11-2007
- Office Locations
- 2
Office Locations
About Solutions 4 Wealth
Solutions 4 Wealth is a Southlake, TX RIA providing holistic financial planning and investment management for individuals and families, including debt reduction, retirement, college funding, estate and tax planning. The firm emphasizes education-driven guidance and portfolio risk management, with exposure to public markets and alternative investments. Client assets are custodied with Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
Donald Lee Hatcher
Chief Compliance Officer, Limited Partner
- CRD
- #7026308
- Ownership
- 25% but less than 50%
MELISSA ANN HATCHER
Limited Partner, Vice President
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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EDWARD BLAKE FARMER
Financial Advisor
- CRD
- #4039259
SUZANNE MARIE FITZGERALD
Chief Executive Officer, Principal
- CRD
- #3136145
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,121,694 | $294,582 |
| Non-Discretionary | $326,301 | $46,614 |
| Total | $189,447,995 | $291,908 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | 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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