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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KIDD FINNERAN, JENNIFER, SUZANNE | I | CHIEF OF STAFF | NA | |
| KIDD FINNERAN, JENNIFER, SUZANNE | I | CHIEF OF STAFF | NA | |
| KIDD FINNERAN, JENNIFER, SUZANNE | I | CHIEF OF STAFF | NA | |
| KIDD FINNERAN, JENNIFER, SUZANNE | I | CHIEF OF STAFF | NA | |
| KIDD FINNERAN, JENNIFER, SUZANNE | I | CHIEF OF STAFF | NA | |
| KIDD FINNERAN, JENNIFER, SUZANNE | I | CHIEF OF STAFF | NA | |
| KIDD FINNERAN, JENNIFER, SUZANNE | I | CHIEF OF STAFF | NA | |
| KIDD FINNERAN, JENNIFER, SUZANNE | I | CHIEF OF STAFF | NA | |
| KIDD FINNERAN, JENNIFER, SUZANNE | I | CHIEF OF STAFF | NA | |
| MILES, LINDLEE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILES, LINDLEE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILES, LINDLEE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILES, LINDLEE, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILES, LINDLEE, LOUISE | I | CHIEF TECHNOLOGY OFFICER | NA | |
| MILES, LINDLEE, LOUISE | I | CHIEF TECHNOLOGY OFFICER | NA | |
| St. Jean, Andrew, J | I | WEALTH ADVISOR | NA | |
| St. Jean, Andrew, J | I | WEALTH ADVISOR | NA | |
| St. Jean, Andrew, J | I | WEALTH ADVISOR | NA | |
| KOWALSKI, GENE, MICHAEL | I | FINANCIAL ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | FINANCIAL ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | FINANCIAL ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | FINANCIAL ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | PRINCIPAL, WEALTH ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | PRINCIPAL, WEALTH ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | PRINCIPAL, WEALTH ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | PRINCIPAL, WEALTH ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | PRINCIPAL, WEALTH ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | PRINCIPAL, WEALTH ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | PRINCIPAL, WEALTH ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | PRINCIPAL, WEALTH ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | PRINCIPAL, WEALTH ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | PRINCIPAL, WEALTH ADVISOR | E | Control |
| KOWALSKI, GENE, MICHAEL | I | PRINCIPAL, WEALTH ADVISOR | E | Control |
| Bilderback, Ty, W | I | WEALTH ADVISOR | A | |
| Bilderback, Ty, W | I | WEALTH ADVISOR & CHIEF COMPLIANCE OFFICER | A | |
| Bilderback, Ty, W | I | WEALTH ADVISOR & CHIEF COMPLIANCE OFFICER | A | |
| KAUFFMAN, MICHAEL, AARON | I | ASSOCIATE WEALTH ADVISOR | A | Control |
| KAUFFMAN, MICHAEL, AARON | I | CHIEF COMPLIANCE OFFICER, ASSOCIATE WEALTH ADVISOR | A | Control |
| KAUFFMAN, MICHAEL, AARON | I | CHIEF COMPLIANCE OFFICER, ASSOCIATE WEALTH ADVISOR | A | Control |
| KAUFFMAN, MICHAEL, AARON | I | WEALTH ADVISOR | A | |
| KAUFFMAN, MICHAEL, AARON | I | WEALTH ADVISOR | A | |
| KAUFFMAN, MICHAEL, AARON | I | WEALTH ADVISOR | A | |
| MILES, LINDLEE, LOUISE | I | CHIEF TECHNOLOGY OFFICER | A | |
| MILES, LINDLEE, LOUISE | I | CHIEF TECHNOLOGY OFFICER | A | |
| MILES, LINDLEE, LOUISE | I | CHIEF TECHNOLOGY OFFICER | A | |
| MILES, LINDLEE, LOUISE | I | CHIEF TECHNOLOGY OFFICER | A | |
| MILES, LINDLEE, LOUISE | I | CHIEF TECHNOLOGY OFFICER | A | |
| MILES, LINDLEE, LOUISE | I | CHIEF TECHNOLOGY OFFICER | A | |
| MILES, LINDLEE, LOUISE | I | CHIEF TECHNOLOGY OFFICER | A | |
| MILES, LINDLEE, LOUISE | I | CHIEF TECHNOLOGY OFFICER | A | |
| MILES, LINDLEE, LOUISE | I | CHIEF TECHNOLOGY OFFICER | A | |
| VICE, ASHLEY, JONATHON | I | CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR | A | Control |
| VICE, ASHLEY, JONATHON | I | CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR | A | Control |
| VICE, ASHLEY, JONATHON | I | CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR | A | Control |
| VICE, ASHLEY, JONATHON | I | CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR | A | Control |
| VICE, ASHLEY, JONATHON | I | CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR | A | Control |
| VICE, ASHLEY, JONATHON | I | CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR | A | Control |
| VICE, ASHLEY, JONATHON | I | CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR | A | Control |
| VICE, ASHLEY, JONATHON | I | WEALTH ADVISOR | A | Control |
| VICE, ASHLEY, JONATHON | I | WEALTH ADVISOR | A | Control |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (7)
CO FL MD PA TX VA WA
Address
236 EAST HIGH STREETCHARLOTTESVILLE, VA 22902
United States
Phone: (434) 218-2201