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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

WHITNEY E SOLCHER

Advisor at ULRICH INVESTMENT CONSULTANTS

ALBUQUERQUE, NM | San Antonio, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: May 11, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Whitney E Solcher

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ULRICH INVESTMENT CONSULTANTS
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 3, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Dec 3, 2001
First registration: May 11, 2009
Dual registered: no
Other names: WHITNEY ELIZABETH SOLCHER|WHITNEY ELIZABETH SOLCHER
IAPD individual key: 4431461

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ULRICH INVESTMENT CONSULTANTS	Mixed wealth	Apr 1, 2019	n/a	yes	ALBUQUERQUE, NM\|San Antonio, TX	Current employment
SHEPHERD KAPLAN LLC	Asset manager	Jul 8, 2013	Apr 2, 2019	no	BOSTON, MA\|SAN ANTONIO, TX	Previous registration
TPB WEALTH ADVISORS, LLC	Former SEC adviser	Jun 30, 2009	Jun 6, 2013	no	SAN ANTONIO, CA	Previous registration
FSW ADVISORY SERVICES INC.	Former SEC adviser	May 11, 2009	Apr 19, 2011	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SHEPHERD KAPLAN LLC	ULRICH INVESTMENT CONSULTANTS	Apr 2, 2019	Apr 1, 2019	-1	Firm change	Other
TPB WEALTH ADVISORS, LLC	SHEPHERD KAPLAN LLC	Jun 6, 2013	Jul 8, 2013	32	Firm change	Other
FSW ADVISORY SERVICES INC.	TPB WEALTH ADVISORS, LLC	Apr 19, 2011	Jun 30, 2009	-658	Firm change after gap	Other

Relationships

Registered with (4)

→ ULRICH INVESTMENT CONSULTANTSRegistered adviserregistration: current employment
Apr 1, 2019 to presentfactForm ADV
→ SHEPHERD KAPLAN LLCRegistered adviserregistration: previous registration
Jul 8, 2013 to Apr 2, 2019factForm ADV
→ TPB WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 30, 2009 to Jun 6, 2013factForm ADV
→ FSW ADVISORY SERVICES INC.Registered adviserregistration: previous registration
May 11, 2009 to Apr 19, 2011factForm ADV

Dated events

No dated event names this entity yet.