Van Soldat Wealth Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 343130
· SEC file 801-137290
·
· www.vansoldat.com
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ADV data as of Oct 03, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
Aug 13, 2026
Oct 3, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 03, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 03, 2026.
View current Form ADV (SEC/IAPD) ↗