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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-19-2021
- Office Locations
- 6
Office Locations
About Solyco Wealth LLC
Solyco Wealth is an RIA providing goals-based financial planning and active investment management, building portfolios around client risk appetite, asset allocation, and security selection. The firm leverages the broader Solyco ecosystem, drawing on Solyco Capital’s senior partners and insights from management teams within its private equity and venture capital portfolio. Portfolios commonly use ETFs and public funds and may be custodied at Schwab.
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Owner & Executives
Evan Garrett Gruchot
DIRECTOR OF STRATEGY
- CRD
- #6787228
- Ownership
- Less than 5%
Clifford Vallier
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Tinja Anderson
Financial Advisor & CRO
- CRD
- #7370514
Samuel James Gettis
--
- CRD
- #6943887
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,168,145 | $488,101 |
| Non-Discretionary | $0 | -- |
| Total | $116,168,145 | $488,101 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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