SOLUTIONS 4 WEALTH, LTD
Legal name: SOLUTIONS 4 WEALTH
CRD #143248 SEC #801-121358 SOUTHLAKE, TX 817-934-7010
SEC Registered Private Funds
Total AUM
$173.6M
Discretionary
$171.9M
Employees
7
Clients
1
Accounts
661
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $173.6M | $171.9M | $1.7M | 7 | 1 |
| Mar 2025 | $173.6M | $171.9M | $1.7M | 7 | 1 |
| Mar 2024 | $141.9M | $140.1M | $1.8M | 6 | 2 |
| Mar 2023 | $119.6M | $61.1M | $58.5M | 9 | 2 |
| Oct 2022 | $143.4M | $63.8M | $79.5M | 9 | 6 |
| Mar 2022 | $143.4M | $63.8M | $79.5M | 9 | 6 |
| Aug 2021 | $112.9M | $49.4M | $63.5M | 7 | 1 |
| Apr 2021 | $112.9M | $49.4M | $63.5M | 7 | 1 |
| May 2012 | $47.2M | $41.2M | $6M | 6 | 150 |
| May 2012 | $47.2M | $41.2M | $6M | 6 | 150 |
| May 2012 | $47.2M | $41.2M | $6M | 6 | 150 |
| Mar 2012 | $47.2M | $41.2M | $6M | 6 | 150 |
| Mar 2011 | $52.6M | $52.6M | $0 | 10 | -- |
| Jan 2010 | $47.9M | $47.9M | $0 | 10 | -- |
| Mar 2008 | $51.3M | $51.3M | $0 | 10 | -- |
| Feb 2007 | $0 | $0 | $0 | 10 | -- |
| Feb 2007 | $0 | $0 | $0 | 10 | -- |
DateNov 2025
Total AUM$173.6M
Discretionary$171.9M
Non-Disc.$1.7M
Employees7
Clients1
DateMar 2025
Total AUM$173.6M
Discretionary$171.9M
Non-Disc.$1.7M
Employees7
Clients1
DateMar 2024
Total AUM$141.9M
Discretionary$140.1M
Non-Disc.$1.8M
Employees6
Clients2
DateMar 2023
Total AUM$119.6M
Discretionary$61.1M
Non-Disc.$58.5M
Employees9
Clients2
DateOct 2022
Total AUM$143.4M
Discretionary$63.8M
Non-Disc.$79.5M
Employees9
Clients6
DateMar 2022
Total AUM$143.4M
Discretionary$63.8M
Non-Disc.$79.5M
Employees9
Clients6
DateAug 2021
Total AUM$112.9M
Discretionary$49.4M
Non-Disc.$63.5M
Employees7
Clients1
DateApr 2021
Total AUM$112.9M
Discretionary$49.4M
Non-Disc.$63.5M
Employees7
Clients1
DateMay 2012
Total AUM$47.2M
Discretionary$41.2M
Non-Disc.$6M
Employees6
Clients150
DateMay 2012
Total AUM$47.2M
Discretionary$41.2M
Non-Disc.$6M
Employees6
Clients150
DateMay 2012
Total AUM$47.2M
Discretionary$41.2M
Non-Disc.$6M
Employees6
Clients150
DateMar 2012
Total AUM$47.2M
Discretionary$41.2M
Non-Disc.$6M
Employees6
Clients150
DateMar 2011
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--