Solyco Wealth LLC: new SEC registration, $116M AUM, Birmingham, MI
Solyco Wealth LLC (Birmingham, Michigan): new SEC registration, $116M AUM, Birmingham, MI. Its amount of 116 is below the median of 135 (33rd percentile). Dated 195 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 116 · 33th percentile of 1,225 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 26 related MI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Solyco Wealth LLC |
| Legal name | Solyco Wealth LLC |
| CRD | 314981 |
| Status | Approved |
| Registered with the SEC | 2026-04-24 |
| Latest Form ADV filing | 2026-09-21 |
| Location | Birmingham, MI, United States |
| Regulatory AUM | $116,168,145 |
| Accounts | 238 |
| Employees | 4 |
| Website | https://twitter.com/solycowealth |
| amount percentile | 33th of 1,225 (median 135, 0.9x median) |
| Peer records CSV (27 MI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-24
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (MI first): Modell Capital Management LLC · Uhy Wealth Management RIA LLC · Mbx Investors LLC · Vertrix Wealth Management, LLC · Marnell Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Solyco Wealth LLC and 27 Michigan peers
- Michigan NewRiaPulse records like this one: 27
- Solyco Wealth LLC's amount: 33rd percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $5,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $116M under management.
- Website on file.
What is the NewRiaPulse record for Solyco Wealth LLC in Birmingham, Michigan?
Solyco Wealth LLC received SEC registration as an investment adviser (2026-04-24) with $116,168,145 in regulatory assets under management, based in Birmingham, MI.
How does Solyco Wealth LLC compare to other Michigan NewRiaPulse records?
Its amount of 116 is below the median (33th percentile); smaller records often move faster and face less competition. It is 195 days old; check the official source for later updates before acting.
Solyco Wealth LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Solyco Wealth LLC | Birmingham, MI | 116 | 33rd | 2026-04-24 |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
| Carapace Financial Advisors LLC | Bedminster, NJ | 106 | 18th | 2026-10-22 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Michigan NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.