Solyco Wealth provides financial planning and portfolio management for individuals and small businesses.
Solyco Wealth reports 158 clients. They include 125 individual clients and 33 high-net-worth individuals. Of its assets, 100.0% ($116M across 238 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 22% |
| High-net-worth individuals | 21% | 78% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 125 | $25.4M | 21.9% | $203K |
| High-net-worth individuals | 33 | $90.8M | 78.1% | $2.75M |
| Total | 158 | $116M | 100% | $735K |
- Clients
- 125
- Regulatory AUM
- $25.4M
- AUM share
- 21.9%
- Avg. per client
- $203K
- Clients
- 33
- Regulatory AUM
- $90.8M
- AUM share
- 78.1%
- Avg. per client
- $2.75M
Total
- Clients
- 158
- Regulatory AUM
- $116M
- AUM share
- 100%
- Avg. per client
- $735K
- 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
Solyco Wealth is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is charged hourly up to $250 an hour or as a fixed engagement fee up to $1,500, with an estimate provided before engagement.
Solyco Cac LLC owns 75% or more of Solyco Wealth and is in turn owned by Solyco Core Partners LLC (75% or more). The leadership team of Solyco Wealth includes Chief Compliance Officer Clifford Vallier. It has 4 employees.
Leadership
Clifford VallierChief Compliance Officer- Evan GruchotDirector of Strategy
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- 4 insurance agents
- Owns 75% or more of Solyco Wealth LLC
Solyco Cac LLC
Control person · since June 2021
- Owns 75% or more of Solyco Cac LLC
Solyco Core Partners LLC
Control person · since September 2020
Besides its headquarters, Solyco Wealth has 3 offices (2 private residences, listed without an address), with 2 listed addresses in Michigan and Pennsylvania.
Michigan · 1 listed address
- 210 South Old Woodward Avenue, Suite 240, BirminghamHQ
Pennsylvania · 1 listed address
- 2400 Ansys Drive, Canonsburg
Contact and registration details
- Legal name
- Solyco Wealth LLC
- Headquarters
- 210 South Old Woodward Avenue, Suite 240, Birmingham, MI 48009
- Website
- solycowealth.com
- Phone
- 947-208-4035
- @solycowealth
- SEC file
- 801-136001
- Structure
- Michigan LLC
- Fiscal year end
- December
Solyco Wealth uses Charles Schwab ($116M) as custodian for its separately managed accounts. Solyco Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $116M100%
At year end, Solyco Wealth’s separately managed accounts were mostly in stocks (58%) and funds (36%).
What the accounts hold
- Stocks58%
- Funds36%
- Bonds3%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Other3%
- Derivatives3%
How many clients does Solyco Wealth have?
Solyco Wealth has 158 clients and manages $116 million for them, as of September 2026. They include 125 individual clients and 33 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Solyco Wealth offer?
Solyco Wealth provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Solyco Wealth use?
Solyco Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $116M. 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 September 2026
How many financial advisors does Solyco Wealth have?
Solyco Wealth has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 4 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 Solyco Wealth invest in?
At the end of its last fiscal year, Solyco Wealth’s separately managed accounts held 58% exchange-traded equities, 36% registered funds (mutual funds, ETFs, BDCs), 3% derivatives, 2% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Solyco Wealth?
Solyco Wealth is owned through a holding company by Solyco Core Partners LLC. Its direct owner is Solyco Cac LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does Solyco Wealth get paid?
Solyco Wealth is paid through a percentage of assets under management, hourly charges 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
How do I contact Solyco Wealth?
Solyco Wealth’s main office is at 210 South Old Woodward Avenue, Suite 240, Birmingham, MI 48009. Its phone number is 947-208-4035. Its website is solycowealth.com.