Solidarity Wealth, Llc
- Regulatory AUM
- $704M
- Discretionary
- $704M
- Clients
- 218
- Avg AUM / client
- $3.2M
- Accounts
- 1,019
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $15.4M | 2.19% |
| High net worth individuals | 175 | $688M | 97.8% |
| Corporations and other businesses | 0 | $409K | 0.06% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Thomas Mcclean | Chief Executive Officer And Chief Compliance Officer | Sep 2021 (5y) | ≈ 18.75% – 50% via Solidarity Holdings, Llc | |
| William James Mortimer | Chief Investment Officer | Sep 2021 (5y) | ≈ 18.75% – 50% via Solidarity Holdings, Llc | |
| Zachary Montague Whitchurch | President | CFP | Sep 2021 (5y) | ≈ 18.75% – 50% via Solidarity Holdings, Llc |
| Robert Clark Featherstone | Registered representative | Jan 2022 (5y) | ||
| Veronica Fox | Registered representative | Jan 2022 (5y) | ||
| Daniel Clark | Registered representative | Mar 2022 (4y) | ||
| Robert Scott Patrick | Registered representative | Nov 2025 (1y) | ||
| Nicholas Lynn Trotter | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Solidarity Holdings, Llc | Owner | Sep 2021 | A | 75% or more |
| Dpws Holdings Llc | Owner | Sep 2021 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeffrey Thomas Mcclean: 25% – 50% of Solidarity Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- William James Mortimer: 25% – 50% of Solidarity Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Zachary Montague Whitchurch: 25% – 50% of Solidarity Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1000 KB | 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
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $704M (100% 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: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗