DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Derek J Podolak

Solyco Wealth LLCindependent RIABirmingham, Mi dual registrantIAPD 4316217
Feed of 09/15/2026
At current firm
0 y
since Nov 20, 2025
In the industry
25 y
since Jan 9, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
10
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Principalreportedsolycowealth.comfirm site, Sep 16, 2026
Partner or owner
“Derek Podolak - Principal - Solyco Wealth”reportedsolycowealth.comthe sentence on the bio page
Years, as the firm states
25reportedsolycowealth.com“Derek Podolak is a seasoned wealth management professional, business leader, and trusted advisor with more than 25 years of experience helping individuals, families, and business owners build, preserve, and transition wealth.”
Professional profile
solycowealth.com/derek-podolakreportedsolycowealth.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Derek J Podolak left Gladstone Wealth Partners for Solyco Wealth Llc (registered 2025-11-20)
    Nov 13, 2025 · Advisor changed firm · fact
  • Derek J Podolak left Lpl Financial Llc for Gladstone Wealth Partners (registered 2023-04-17)
    Nov 11, 2025 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
25derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address