SOLANO WEALTH INVESTMENT ADVISORS, LLC
Legal name: SOLANO WEALTH MANAGEMENT
CRD #322037 SEC #801-130590 FAIRFIELD, CA (707) 435-8400
SEC Registered
Total AUM
$299.6M
Discretionary
$299.6M
Employees
7
Clients
0
Accounts
702
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 12, 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 |
|---|---|---|---|---|
| MENDOZA, CARLOS, ROMERO | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, CARLOS, ROMERO | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, CARLOS, ROMERO | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, CARLOS, ROMERO | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENDOZA, CARLOS, ROMERO | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 12, 2025 REGISTERED
Notice Filings (6)
CA ID NV OR TX WA
Address
1300 OLIVER ROADSUITE 210
FAIRFIELD, CA 94534
United States
Phone: (707) 435-8400