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- Custodian
- Altruist ยท Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-02-2015
- Office Locations
- 1
Office Locations
About Solstice Wealth
Solstice Wealth is the next chapter of a firm operating since 2012 (public filings: The Art of Finance LLC). The team delivers holistic financial planning, including tax, estate, insurance, and business-succession planning, with a client focus that includes entrepreneurs. Investment implementation leans heavily on ETF-based asset allocation and active risk management; Betterment is a listed custodian.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
PHILIP NATHANIEL OLSON
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #5954416
- Ownership
- 75% or more
Julia Lorenz-Olson
Co-Owner
- CRD
- #7609539
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $53,000,000 | -- |
| Total | $53,000,000 | -- |
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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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