Solid Point Wealth Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Solid Point Wealth Advisors reports 239 clients. They include 127 high-net-worth individuals, 100 individual clients, and 12 corporations and other businesses. Of its assets, 100.0% ($120M across 239 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 14% |
| High-net-worth individuals | 53% | 71% |
| Corporations and other businesses | 5% | 15% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 100 | $17M | 14.2% | $170K |
| High-net-worth individuals | 127 | $85.1M | 71.1% | $670K |
| Corporations and other businesses | 12 | $17.6M | 14.7% | $1.46M |
| Total | 239 | $120M | 100% | $501K |
- Clients
- 100
- Regulatory AUM
- $17M
- AUM share
- 14.2%
- Avg. per client
- $170K
- Clients
- 127
- Regulatory AUM
- $85.1M
- AUM share
- 71.1%
- Avg. per client
- $670K
- Clients
- 12
- Regulatory AUM
- $17.6M
- AUM share
- 14.7%
- Avg. per client
- $1.46M
Total
- Clients
- 239
- Regulatory AUM
- $120M
- AUM share
- 100%
- Avg. per client
- $501K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Solid Point Wealth Advisors charges 0.75%–1.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Services
- Non-fiduciary retirement plan services are charged an asset-based rate that is negotiable and set in the advisory agreement.
Christopher Roop owns 25% to 50% of Solid Point Wealth Advisors. It has 8 employees, 5 of them in advisory roles.
Leadership
Bryan BurdickPartner
Andrew DelmedicoPartner
Antony DesorboPartner- Dina DesorboPartner
Brian GambillPartner
Christopher RoopPartner/CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 5 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of Solid Point Wealth Advisors, LLC
Christopher Roop
Control person · since July 2022
- Owns 25% to 50% of Solid Point Wealth Advisors, LLC
Antony Desorbo
Control person · since July 2022
- Owns 10% to 25% of Solid Point Wealth Advisors, LLC
Bryan Burdick
Control person · since July 2022
- Owns 10% to 25% of Solid Point Wealth Advisors, LLC
Brian Gambill
Control person · since July 2022
Solid Point Wealth Advisors’ regulatory assets grew 4.7× from $25.2M (August 2023) to $120M (August 2026); clients rose from 36 to 239 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $120M | 239 | 8 | 1 |
| March 2025 | $80.3M | 76 | 7 | 1 |
| March 2024 | $46.4M | 59 | 6 | 1 |
| August 2023 | $25.2M | 36 | 6 | 1 |
Besides its headquarters, Solid Point Wealth Advisors has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Solid Point Wealth Advisors, LLC
- Headquarters
- Not reported
- Website
- solidpointwealth.com
- Phone
- 518-681-0107
- @solid-point-wealth-advisors
- SEC file
- 801-126623
- Structure
- New York LLC
- Fiscal year end
- December
Solid Point Wealth Advisors uses Charles Schwab ($120M) as custodian for its separately managed accounts. Solid Point Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $120M100%
At year end, Solid Point Wealth Advisors’ separately managed accounts were mostly in stocks (94%).
What the accounts hold
- Stocks94%
- Bonds5%
- State and local bonds3%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash1%
How many clients does Solid Point Wealth Advisors have?
Solid Point Wealth Advisors has 239 clients and manages $120 million for them, as of August 2026. They include 127 high-net-worth individuals, 100 individual clients, and 12 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026
What services does Solid Point Wealth Advisors offer?
Solid Point Wealth Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Solid Point Wealth Advisors charge?
Solid Point Wealth Advisors charges 0.75%–1.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: SOLID POINT WEALTH ADVISORS, LLC ADV BROCHURE, filed 21 August 2026
Which custodians does Solid Point Wealth Advisors use?
Solid Point Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $120M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 August 2026
How many financial advisors does Solid Point Wealth Advisors have?
Solid Point Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Solid Point Wealth Advisors invest in?
At the end of its last fiscal year, Solid Point Wealth Advisors’ separately managed accounts held 94% exchange-traded equities, 3% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Solid Point Wealth Advisors?
Solid Point Wealth Advisors’ direct owners are Christopher Roop, Antony Desorbo, Bryan Burdick and Brian Gambill, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 21 August 2026
How does Solid Point Wealth Advisors get paid?
Solid Point Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Solid Point Wealth Advisors registered with the SEC?
Yes, Solid Point Wealth Advisors has been registered with the SEC as an investment adviser since 23 September 2022. Its CRD number is 323093 and its SEC file number is 801-126623.
Source: Form ADV Part 1A, Item 1, filed 21 August 2026; IAPD firm record
How do I contact Solid Point Wealth Advisors?
Its phone number is 518-681-0107. Its website is solidpointwealth.com.