RIA Intelligence

SOLO K WEALTH LLC

Legal name: SOLO CAPITAL STRATEGIES

CRD #318236 SEC #801-123280 SCOTTSDALE, AZ 480-401-1787
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Lacy, KieraICCONA Control
Lacy, KieraICCONA Control
Lacy, KieraICCONA Control
Lacy, KieraICCONA Control
Nabers, JeffreyICCO, CEONA Control
Nabers, JeffreyICCO, CEONA Control
Nabers, JeffreyICEONA Control
Nabers, JeffreyICEONA Control
Nabers, JeffreyICEONA Control
Nabers, JeffreyICEONA Control
Nabers, JeffreyICHIEF COMPLIANCE OFFICERNA Control
Nabers, JeffreyICHIEF COMPLIANCE OFFICERNA Control
Nabers, JeffreyICHIEF COMPLIANCE OFFICERNA Control
SOLO K, INC.DEOWNERE Control
SOLO K, INC.DEOWNERE Control
SOLO K, INC.DEOWNERE Control
SOLO K, INC.DEOWNERE Control
SOLO K, INC.DEOWNERE Control
SOLO K, INC.DEOWNERE Control
SOLO K, INC.DEOWNERE Control
SOLO K, INC.DEOWNERE Control
SOLO K, INC.DEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Nabers, JeffreyISOLO K, INC.D Control
Nabers, JeffreyISOLO K, INC.D Control
Nabers, JeffreyISOLO K, INC.D Control
Nabers, JeffreyISOLO K, INC.D Control
Nabers, JeffreyISOLO K, INC.D Control
Nabers, JeffreyISOLO K, INC.D Control
Nabers, JeffreyISOLO K, INC.D Control
Nabers, JeffreyISOLO K, INC.D Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (52)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV

Address

14362 N FRANK LLOYD WRIGHT BLVD
SUITE 1000
SCOTTSDALE, AZ 85260
United States
Phone: 480-401-1787