DISCIPLINE WEALTH SOLUTIONS, INC.
CRD #315846 SEC #801-122049 GREENVILLE, SC 864-322-6046
SEC Registered
Total AUM
$316.3M
Discretionary
$316.3M
Employees
15
Clients
0
Accounts
2,750
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2025
- Branch Offices
- 12
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Colancecco, Anthony, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
| BALLENTINE, JAMES, BRYAN KEITH | I | MANAGING PRINCIPAL | E | Control |
Registrations
Federal
IA
Oct 20, 2025 REGISTERED
Notice Filings (27)
AZ CA CT DC FL GA HI IA ID IL IN MA MD MI MN MO NC NJ NM NY OH PA SC TX VA WA WI
Address
15 HALTON GREEN WAYGREENVILLE, SC 29607
United States
Phone: 864-322-6046