Solidarity Wealth provides financial planning, portfolio management for individuals and small businesses, estate planning, family office services, insurance, and tax planning.
Solidarity Wealth reports 218 clients. They include 175 high-net-worth individuals and 43 individual clients. Of its assets, 100.0% ($704M across 1,019 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $742M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 20% | 2% |
| High-net-worth individuals | 80% | 98% |
| Corporations and other businesses | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 43 | $15.4M | 2.2% | $359K |
| High-net-worth individuals | 175 | $688M | 97.8% | $3.93M |
| Corporations and other businesses | Fewer than 5 | $409K | 0.1% | — |
| Total | 218 | $704M | 100% | — |
- Clients
- 43
- Regulatory AUM
- $15.4M
- AUM share
- 2.2%
- Avg. per client
- $359K
- Clients
- 175
- Regulatory AUM
- $688M
- AUM share
- 97.8%
- Avg. per client
- $3.93M
- Clients
- Fewer than 5
- Regulatory AUM
- $409K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 218
- Regulatory AUM
- $704M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Solidarity Wealth charges up to 1.25% a year for its Wealth Management. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Administration Services
- Flat annual fee of up to $25,000, charged quarterly in advance and negotiable.
- Performance Reporting Service
- Maximum fee of 0.05% of assets under advisement, billed quarterly in advance, and may be lower or waived.
- Solidarity Equity Planning Service
- Monthly fee ranging from $499 to $1,199, billed annually or monthly as agreed.
Solidarity Holdings, LLC owns 75% or more of Solidarity Wealth and is in turn owned by Jeffrey McClean (25–50%), William Mortimer (25–50%) and Zachary Whitchurch (25–50%). The leadership team of Solidarity Wealth includes Chief Compliance Officer Jeffrey McClean. It has 12 employees, 8 of them in advisory roles.
Leadership
Jeffrey McCleanChief Compliance Officer
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 12 employees
- 8 in advisory functions
- 8 state-registered reps
- 3 insurance agents
- Owns 75% or more of Solidarity Wealth, LLC
Solidarity Holdings, LLC
Control person · since September 2021
- Owns 25% to 50% of Solidarity Holdings, LLC
Jeffrey McClean
Control person · since September 2021
- Owns 25% to 50% of Solidarity Holdings, LLC
William Mortimer
Control person · since September 2021
- Owns 25% to 50% of Solidarity Holdings, LLC
Zachary Whitchurch
Control person · since September 2021
- Owns 10% to 25% of Solidarity Wealth, LLC
DPWS Holdings LLC
since September 2021
Solidarity Wealth’s regulatory assets grew 2.8× from $251M (January 2022) to $704M (August 2026); clients rose from 84 to 218 and employees from 7 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $704M | 218 | 12 | 1 |
| February 2025 | $628M | 195 | 13 | 1 |
| February 2024 | $522M | 158 | 15 | 1 |
| March 2023 | $376M | 130 | 14 | 1 |
| January 2022 | $251M | 84 | 7 | 1 |
Besides its headquarters, Solidarity Wealth has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 3600 N Outlet Parkway, Suite 200, LehiHQ
Contact and registration details
- Legal name
- Solidarity Wealth, LLC
- Headquarters
- 3600 N Outlet Parkway, Suite 200, Lehi, UT 84048
- Website
- solidaritywealth.com
- Phone
- 385-374-1665
- SEC file
- 801-122536
- Founded
- 2021
- Structure
- Delaware LLC
- Fiscal year end
- December
Solidarity Wealth uses Pershing ($704M) as custodian for its separately managed accounts. Solidarity Wealth has custody of $563M in client assets for 180 clients.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $704M100%
At year end, Solidarity Wealth’s separately managed accounts were mostly in stocks (65%) and funds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $574M across 93 positions; the largest are Apple Inc. (9.6%), Alphabet Inc. (7.3%) and Amazon Com Inc. (6.6%).
What the accounts hold
- Stocks65%
- Funds16%
- Pooled vehicles12%
- Registered funds4%
- Bonds15%
- U.S. government and agency bonds14%
- State and local bonds1%
- Cash4%
Reported 13F holdings
- $574M
- Reported 13F value
- 93
- Positions
- 54.6%
- In the 10 largest
- +10.3%
- Value vs. prior quarter
- Apple Inc.9.6%
- Alphabet Inc. · Cap Stk CL A7.3%
- Amazon Com Inc.6.6%
- Allison Transmission Hldgs I5.9%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt4.7%
- Microsoft Corp.4.4%
- Natural Resource Partners LP · Com Unit Ltd Par4.4%
- Berkshire Hathaway Inc. Del · CL B New4.4%
- State Str SPDR S&P 500 ETF T · TR Unit3.7%
- Invesco Qqq TR · Unit Ser 13.6%
Together, the ten largest are 54.6% of reported value.
How many clients does Solidarity Wealth have?
Solidarity Wealth has 218 clients and manages $704 million for them, as of August 2026. They include 175 high-net-worth individuals and 43 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does Solidarity Wealth offer?
Solidarity Wealth provides financial planning, portfolio management for individuals and small businesses, estate planning, family office services, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Solidarity Wealth charge?
Solidarity Wealth charges up to 1.25% a year for its Wealth Management. The fee is billed in advance and is negotiable.
Source: FORM ADV 2A, filed 6 August 2026
Which custodians does Solidarity Wealth use?
Solidarity Wealth’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $704M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does Solidarity Wealth have?
Solidarity Wealth has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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 Solidarity Wealth invest in?
At the end of its last fiscal year, Solidarity Wealth’s separately managed accounts held 65% exchange-traded equities, 14% U.S. government and agency bonds, 12% pooled vehicles (private funds and similar), 4% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Solidarity Wealth?
Solidarity Wealth is owned through a holding company by Jeffrey McClean, William Mortimer and Zachary Whitchurch. Its direct owners are Solidarity Holdings, LLC (75% or more) and DPWS Holdings LLC (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does Solidarity Wealth get paid?
Solidarity Wealth is paid through a percentage of assets under management, subscription fees and fixed fees. 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 Solidarity Wealth registered with the SEC?
Yes, Solidarity Wealth has been registered with the SEC as an investment adviser since 22 October 2021. Its CRD number is 315843 and its SEC file number is 801-122536.
Source: Form ADV Part 1A, Item 1, filed 6 August 2026; IAPD firm record
How do I contact Solidarity Wealth?
Solidarity Wealth’s main office is at 3600 N Outlet Parkway, Suite 200, Lehi, UT 84048. Its phone number is 385-374-1665. Its website is solidaritywealth.com.