SOLANO WEALTH MANAGEMENT, INC.
CRD #168720 SEC #801-110665 FAIRFIELD, CA 707-435-8400
SEC Registered
Total AUM
$322.3M
Discretionary
$322.3M
Employees
8
Clients
--
Accounts
841
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $322.3M | $322.3M | $0 | 8 | 0 |
| Mar 2023 | $263.2M | $263.2M | $0 | 7 | 0 |
| Mar 2022 | $286.6M | $286.6M | $0 | 4 | 0 |
| Mar 2022 | $286.6M | $286.6M | $0 | 4 | 0 |
| May 2021 | $234.4M | $234.4M | $0 | 5 | 0 |
| May 2021 | $234.4M | $234.4M | $0 | 5 | 0 |
| Mar 2021 | $234.4M | $234.4M | $0 | 5 | 0 |
| Feb 2021 | $234.4M | $234.4M | $0 | 5 | 0 |
| Sep 2020 | $199M | $199M | $0 | 6 | 0 |
| Sep 2020 | $199M | $199M | $0 | 6 | 0 |
| Sep 2020 | $199M | $199M | $0 | 6 | 0 |
| Sep 2020 | $199M | $199M | $0 | 6 | 0 |
| Jun 2020 | $199M | $199M | $0 | 6 | 0 |
| Mar 2020 | $199M | $199M | $0 | 6 | 0 |
| Jan 2019 | $145.5M | $145.5M | $0 | 6 | 0 |
| Oct 2018 | $141.4M | $141.4M | $0 | 6 | 0 |
| May 2018 | $141.4M | $141.4M | $0 | 6 | 0 |
| Mar 2018 | $141.4M | $141.4M | $0 | 6 | 0 |
| Jun 2017 | $104.6M | $104.6M | $0 | 6 | 26 |
| May 2017 | $104.6M | $104.6M | $0 | 6 | 26 |
DateMar 2024
Total AUM$322.3M
Discretionary$322.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$263.2M
Discretionary$263.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$286.6M
Discretionary$286.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$286.6M
Discretionary$286.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees6
Clients0
DateMay 2018
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2017
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees6
Clients26
DateMay 2017
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees6
Clients26