Verified 10 Nov 2026
Solidarity Wealth, LLC
Solidarity Wealth, LLC is a fee-only multi-family office in Lehi, Utah, founded by three people who left a national private bank. It serves founders, executives and families, handling bookkeeping, bill pay and tax planning alongside equity portfolios that typically hold 25 to 35 companies. Its Form ADV filed on 6 August 2026 reported $704 million in regulatory assets for 175 clients.
- Type
- Multi-family office
- Location
- Lehi, Utah, United States
- Sectors
- Public equities, Private funds, Fixed income
- Fund size / AUM
- $704M regulatory AUM (Form ADV, filed 2026-08-06)
- Latest fund or filing
- 6 Aug 2026
- Website
- www.solidaritywealth.com
Contacts on file
For Solidarity Wealth, LLC, the paid file holds: 1 named decision-maker with roles; firm contact email; LinkedIn page.
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Sources
- adviserinfo.sec.gov/firm/summary/315843
- reports.adviserinfo.sec.gov/reports/ADV/315843/PDF/315843.pdf
- solidaritywealth.com/
- solidaritywealth.com/about-us/
- solidaritywealth.com/investment-management/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 8 lists
Family offices in the Mountain West (32)US family offices that invest in private funds (85)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)