Solutions 4 Wealth, Ltd
- Regulatory AUM
- $189M
- Discretionary
- $189M
- Clients
- 209
- Avg AUM / client
- $906K
- Accounts
- 649
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 124 | $25.6M | 13.5% |
| High net worth individuals | 77 | $160M | 84.5% |
| Investment companies | 1 | $10.0K | 0.01% |
| Pooled investment vehicles (non-investment companies) | 1 | $1.6M | 0.85% |
| Other investment advisers | 6 | $783K | 0.41% |
| Corporations and other businesses | Fewer than 5 clients | $322K | 0.17% |
| Other | Fewer than 5 clients | $1.0M | 0.53% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| S4 W Multifamily Housing Fund Lp | Real Estate Fund | Texas | $2.3M | 21 |
| Prestige Finance Company Llc | Real Estate Fund | Texas | $0 | 0 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Lee Hatcher | Limited Partner, Chief Compliance Officer | Oct 2018 (8y) | ≈ 0% – 3.75% via Sable, Llc | |
| Hatcher, Melissa, Ann | Managing Member | Feb 2019 (8y) | ≈ 0% – 3.75% via Sable, Llc | |
| Edward Blake Farmer | Registered representative | May 2007 (19y) | ||
| Suzanne Marie Fitzgerald | Registered representative | Apr 2019 (7y) | ||
| Tyler Hyrum Wacaster | Registered representative | Apr 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sable, Llc | General Partner | Sep 2002 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Donald Lee Hatcher: 50% – 75% of Sable, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Hatcher, Melissa, Ann: 50% – 75% of Sable, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $2.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| S4 W Multifamily Housing Fund Lp | Real Estate Fund | $2.3M | $50.0K | 21 |
| Prestige Finance Company Llc | Real Estate Fund | $0 | $0 | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $162M (86% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗