{"url":"https://nivawealth.com/firms/solid-point-wealth-advisors-323093","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/323093","regulatoryAum":119670103,"crd":"323093","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4700401","suffix":null,"lastName":"DELMEDICO","firstName":"ANDREW","middleName":"OTTO"},{"crd":"2512476","suffix":null,"lastName":"DENNETT","firstName":"DAVID","middleName":"JOHN"},{"crd":"3115838","suffix":null,"lastName":"DESORBO","firstName":"ANTONY","middleName":"JOHN"},{"crd":"4902106","suffix":null,"lastName":"ROOP","firstName":"CHRISTOPHER","middleName":"BRADFORD"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-08-01","regulatoryAum":25229721,"clients":36,"employees":6,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":46442836,"clients":59,"employees":6,"offices":1},{"filedOn":"2025-03-21","regulatoryAum":80305917,"clients":76,"employees":7,"offices":1},{"filedOn":"2026-08-21","regulatoryAum":119670103,"clients":239,"employees":8,"offices":1}],"secFileNumber":"801-126623","legalName":"Solid 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Schwab","location":"Westlake, TX","smaAssets":119670103}],"custodyNote":"Solid Point Wealth Advisors does not have custody of client assets.","leadership":[{"name":"Bryan Burdick","title":"Partner","crd":"4811213"},{"name":"Andrew Delmedico","title":"Partner","crd":"4700401"},{"name":"Antony Desorbo","title":"Partner","crd":"3115838"},{"name":"Dina Desorbo","title":"Partner","crd":"8039042"},{"name":"Brian Gambill","title":"Partner","crd":"2220332"},{"name":"Christopher Roop","title":"Partner/CCO","crd":"4902106"}],"ownership":[{"label":"Christopher Roop","detail":"Partner/cco in the 25% to 50% ownership band and a control person, since July 2022."},{"label":"Antony Desorbo","detail":"Partner in the 25% to 50% ownership band and a control person, since July 2022."},{"label":"Bryan Burdick","detail":"Partner in the 10% to 25% ownership band and a control person, since July 2022."},{"label":"Brian Gambill","detail":"Partner in the 10% to 25% ownership band and a control person, since July 2022."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"518-681-0107","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":94},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":3},{"label":"Investment grade corporate bonds","percent":1},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"21 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/323093/PDF/323093.pdf","brochureDate":"21 August 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Solid Point Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Solid Point Wealth Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Solid Point Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Solid Point Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Solid Point Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Solid Point Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Solid Point Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Solid Point Wealth Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Solid Point Wealth Advisors?","answer":"Its phone number is 518-681-0107. Its website is solidpointwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 21 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}