Bryan Burdick is a control person of Solid Point Wealth Advisors and directly owns between 10% and 25% of it.
Solid Point Wealth Advisors is an investment adviser, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $120 million, as filed on 21 August 2026. Its fees, ownership and offices are on the firm’s profile.
Bryan Burdick will primarily focus on client wealth planning at Solid Point Wealth Advisors, LLC and serve on its Investment Committee. He brings over 15 years of experience, with extensive knowledge building and implementing client wealth models and portfolio evaluation tools. He has previously managed the evaluation and selection of outside traditional and non-traditional managers.
- CRD
- 4811213
- Firm
- Solid Point Wealth Advisors · CRD 323093
- Role
- Partner
- In role since
- July 2022 · 4 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- solidpointwealth.com
Where does Bryan Burdick work?
Bryan Burdick has been Partner of Solid Point Wealth Advisors, LLC since July 2022, and is a control person of the firm.
How can I verify Bryan Burdick’s record?
Bryan Burdick’s role is listed on Solid Point Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 323093.
