SOLITUDE FINANCIAL SERVICES, INC.
CRD #150348 SEC #801-117235 CHARLOTTESVILLE, VA (434) 218-2201
SEC Registered
Total AUM
$284M
Discretionary
$282.6M
Employees
7
Clients
101
Accounts
668
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $284M | $282.6M | $1.4M | 7 | 0 |
| Aug 2025 | $284M | $282.6M | $1.4M | 7 | 0 |
| Feb 2025 | $284M | $282.6M | $1.4M | 7 | 0 |
| Nov 2024 | $233.1M | $232.5M | $558.7K | 6 | 0 |
| May 2024 | $233.1M | $232.5M | $558.7K | 6 | 0 |
| Feb 2024 | $233.1M | $232.5M | $558.7K | 6 | 0 |
| Mar 2023 | $187.7M | $187.1M | $616K | 7 | 0 |
| Oct 2022 | $190.9M | $190.6M | $283.2K | 6 | 0 |
| Mar 2022 | $190.9M | $190.6M | $283.2K | 6 | 0 |
| Jan 2021 | $153.6M | $153.6M | $0 | 4 | 0 |
| Jun 2020 | $120.7M | $120.7M | $0 | 4 | 0 |
| Mar 2020 | $120.5M | $120.5M | $0 | 4 | 0 |
| Feb 2020 | $121.2M | $91.2M | $30M | 4 | 0 |
| Nov 2019 | $121.2M | $91.2M | $30M | 3 | 0 |
| Jul 2019 | $121.2M | $91.2M | $30M | 3 | 0 |
DateSep 2025
Total AUM$284M
Discretionary$282.6M
Non-Disc.$1.4M
Employees7
Clients0
DateAug 2025
Total AUM$284M
Discretionary$282.6M
Non-Disc.$1.4M
Employees7
Clients0
DateFeb 2025
Total AUM$284M
Discretionary$282.6M
Non-Disc.$1.4M
Employees7
Clients0
DateNov 2024
Total AUM$233.1M
Discretionary$232.5M
Non-Disc.$558.7K
Employees6
Clients0
DateMay 2024
Total AUM$233.1M
Discretionary$232.5M
Non-Disc.$558.7K
Employees6
Clients0
DateFeb 2024
Total AUM$233.1M
Discretionary$232.5M
Non-Disc.$558.7K
Employees6
Clients0
DateMar 2023
Total AUM$187.7M
Discretionary$187.1M
Non-Disc.$616K
Employees7
Clients0
DateOct 2022
Total AUM$190.9M
Discretionary$190.6M
Non-Disc.$283.2K
Employees6
Clients0
DateMar 2022
Total AUM$190.9M
Discretionary$190.6M
Non-Disc.$283.2K
Employees6
Clients0
DateJan 2021
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$121.2M
Discretionary$91.2M
Non-Disc.$30M
Employees4
Clients0
DateNov 2019
Total AUM$121.2M
Discretionary$91.2M
Non-Disc.$30M
Employees3
Clients0
DateJul 2019
Total AUM$121.2M
Discretionary$91.2M
Non-Disc.$30M
Employees3
Clients0