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Clifford Vallier, portrait

Clifford Vallier

Chief Compliance Officer at Solyco Wealth

Firm officerUpdated

Clifford Vallier has been Chief Compliance Officer of Solyco Wealth LLC, a Birmingham, MI investment adviser managing $116M, since May 2026.

2026
In role since
$116M
Firm AUM
158
Firm clients
4
Firm advisers

From Form ADV filed 21 September 2026Form ADV

Career

Clifford Vallier is a control person of Solyco Wealth and directly owns under 5% of it. Clifford Vallier holds a Bachelor's degree in Business with an Accounting major from Northern Michigan University.

Solyco Wealth is an investment adviser based in Birmingham, MI, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $116 million, as filed on 21 September 2026. Its fees, ownership and offices are on the firm’s profile.

Cliff Vallier is Senior Partner of Solyco Wealth. He joined Anderson Tackman & Co. in 1988 and left in 1992 to join the Sault Ste Marie Tribe of Chippewa Indians as Assistant Controller for casino operations. In November 2000 he joined Greektown Casino as Senior Director of Finance and later led the organization as CEO/CFO, President and Treasurer.

Key facts

CRD
8275614
Firm
Solyco Wealth · CRD 314981
Role
Chief Compliance Officer
In role since
May 2026 · under a year
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Birmingham, MI
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Clifford Vallier work?

Clifford Vallier has been Chief Compliance Officer of Solyco Wealth LLC since May 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 21 September 2026

How can I verify Clifford Vallier’s record?

Clifford Vallier’s role is listed on Solyco Wealth LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 314981.

Source: Form ADV, Schedule A, filed 21 September 2026

Leadership at Solyco Wealth

Sources

  1. IAPD individual lookup, CRD 8275614, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Solyco Wealth LLC, filed 21 September 2026. Title, control and ownership bands.
  3. Solyco Wealth team page. Biography, education, credentials, awards and the portrait, reproduced for identification.