Zachary Whitchurch has been an investment adviser representative at Solidarity Wealth since October 2021, and is not listed among the firm’s executive officers or direct owners. Zachary Whitchurch holds a Masters in Finance from The University of Utah and an Undergraduate Degree in Accounting from The University of Utah.
Solidarity Wealth, LLC is a Lehi, UT firm with $704M under management, 218 clients and 8 advisers in one office, as of its August 2026 filing.
Zach Whitchurch is President and Wealth Advisor of Solidarity Wealth. He co-founded the firm and works with ultra high net worth families, specializing in behavioral finance with individuals and families. He also serves as a Managing Partner for Solidarity Capital, an income focused hedge fund. Before co-founding Solidarity Wealth, he was a financial advisor and senior Vice President of investments at Wells Fargo.
Zachary Whitchurch’s longest registration was 10 years at Wells Fargo Clearing Services, LLC (2011–2021). Before joining Solidarity Wealth in 2021, Zachary Whitchurch was registered through Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC.
- Solidarity Capital Management, LLCAlso current– present · 3 yearsLehi, UT · Adviser representative · Firm CRD 322596
- Solidarity Wealth, LLCCurrent– present · 5 yearsLehi, UT · Adviser representative · Firm CRD 315843
- Wells Fargo Clearing Services, LLC– · 10 yearsSalt Lake City, UT · Adviser representative · Firm CRD 19616
- Wells Fargo Investments, LLC– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 10582
Professional designations
Listed by Solidarity Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Zachary Whitchurch is registered as an investment adviser representative in 2 states. The first approvals date from October 2021; the most recent is Texas, in January 2022.
- TexasSince 24 January 2022
- UtahSince 22 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 January 2009 |
| Series 7 | General Securities Representative Examination | 13 November 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary Montague Whitchurch
- CRD
- 5604111
- Firm
- Solidarity Wealth · CRD 315843
- Office
- 3600 N OUTLET PARKWAY, SUITE 200, Lehi, UT 84048
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- solidaritywealth.com
Where does Zachary Whitchurch work?
Zachary Whitchurch is an investment adviser representative registered through Solidarity Wealth, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Whitchurch a financial advisor?
Yes. Zachary Whitchurch has a current investment-adviser registration in Texas and Utah, through Solidarity Wealth since October 2021.
How many years of experience does Zachary Whitchurch have?
Zachary Whitchurch has 17 years in the financial industry, since November 2008, across 4 adviser firms.
What exams has Zachary Whitchurch passed?
Zachary Whitchurch has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2008. FINRA credited Zachary Whitchurch with the SIE, which began in October 2018.
Where did Zachary Whitchurch work before Solidarity Wealth?
Before Solidarity Wealth, Zachary Whitchurch was registered through Wells Fargo Investments, LLC, January 2009 to January 2011.
Where is Zachary Whitchurch based?
Zachary Whitchurch’s registered office is in Lehi, UT.
Is Zachary Whitchurch registered with FINRA?
No. Zachary Whitchurch has no current broker registration.
Is Zachary Whitchurch a CFP?
Solidarity Wealth lists Zachary Whitchurch with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Zachary Whitchurch’s record?
Search CRD 5604111 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Whitchurch’s full registration record.
