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.
SEC-registered adviser
Solutions 4 Wealth
Legal name Solutions 4 Wealth, Ltd
Latest filing Mar 27, 2026
First filing on the tape Mar 30, 2012 · 14 filings
SEC status approved since May 29, 2021
RAUM
$189M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$186M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$47.4M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$189M as of Mar 27, 2026
Mar 30, 2012$47.2M then
HNW client RAUM$160M as of Mar 27, 2026
Mar 31, 2022$110M then
State-registered IARs (5.B.3)5 as of Mar 27, 2026
Mar 30, 20120 then
Employees (5.A)5 as of Mar 27, 2026
Mar 31, 20229 then
Private funds1 as of Mar 27, 2026
Mar 31, 20222 then
RAUM +9.1% over the last fiscal year+17% a year over threeIARs 6 to 5offices 2 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $47.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 50derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $291,908derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- -17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -12%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, educational seminarsreportedItem 5.G
- Custody
- $2.3M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$160M85%
- Individuals$25.6M14%
- Pooled investment vehicles$1.6M0.9%
- Other investment advisers$782,8260.4%
- Corporations and businesses$322,3800.2%
- Investment companies$10,0010.0%
- Individual clients
- 124reported
- HNW clients
- 77reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 649reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.3M for 2 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.98 fund_share=0.01 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Edward Blake Farmer | Southlake, Tx | May 11, 2007 | 29 y | 0 |
| Donald Lee Hatcher | Southlake, Tx | Oct 10, 2018 | 15 y | 0 |
| Suzanne Marie Fitzgerald | Southlake, Tx | Apr 29, 2019 | 27 y | 3 |
| Tyler Hyrum Wacaster | Southlake, Tx | Apr 8, 2024 | 12 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 25% of current headcount3 left over 36 months
Left, latest
- Hunter David Wright to Triad Wealth Partners, LLCApr 17, 2026 · RIA to RIA
- Kade James Orsburn to SeiaSep 13, 2024 · RIA to affiliated broker-dealer or bank
- Eric Michael Farr to FartherNov 27, 2023 · RIA to RIA
- Patrick Dennis Combs to Arkos Global Advisors, LLCSep 8, 2017 · Other
Joined, latest
- Hunter David Wright from Fidelity Personal And Workplace AdvisorsJan 14, 2025 · Affiliated broker-dealer or bank to independent RIA
- Suzanne Marie Fitzgerald from Exencial Wealth AdvisorsApr 29, 2019 · Other
- Patrick Dennis Combs from Westpark Wealth Advisors, Inc.Apr 27, 2016 · Other
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S4w Multifamily Housing Fund LP | Real Estate Fund | $2.3M | 21 | Apr 30, 2021 |
| Prestige Finance Company LLC | Real Estate Fund | $0 | 0 | Apr 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Lee Donald Hatcher · Limited Partner, Chief Compliance Officercontrolsince 02/2019 · owns 25% to 50%
- Ann Melissa Hatcher · Limited Partnercontrolsince 02/2019 · owns 25% to 50%
- Lee Donald Hatcher · Managing Membercontrolsince 02/2019 · owns 50% to 75% of Sable, LLC
- Ann Melissa Hatcher · Managing Membercontrolsince 02/2019 · owns 50% to 75% of Sable, LLC
Entity owners
- Sable, LLC · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- S4w Multifamily Housing Fund Gp LLCpooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Southlake, Tx · principal | 4 | 0 | 1 | ||
| Mt Pleasant, Sc | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Mount Pleasant, SC1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 27, 2026custody of client assets (Item 9.A): no on the filing of 2025-11-14, yes on the filing of 2026-03-27peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 661 to 649Nov 14, 2025 to Mar 27, 2026
- Advisory employees · 6 to 5Nov 14, 2025 to Mar 27, 2026
- HNW clients · 82 to 77Nov 14, 2025 to Mar 27, 2026
- Individual clients · 147 to 124Nov 14, 2025 to Mar 27, 2026
- Assets in custody · unset to 2335890.0Nov 14, 2025 to Mar 27, 2026
- Custody of client assets · false to trueNov 14, 2025 to Mar 27, 2026
- Employees · 7 to 5Nov 14, 2025 to Mar 27, 2026
- State-registered IARs · 6 to 5Nov 14, 2025 to Mar 27, 2026
- Other offices · 2 to 0Nov 14, 2025 to Mar 27, 2026
- Discretionary RAUM · $172M to $189MNov 14, 2025 to Mar 27, 2026
- HNW RAUM · $139M to $160MNov 14, 2025 to Mar 27, 2026
- Individual RAUM · $28.5M to $25.6MNov 14, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $1.7M to $326,301Nov 14, 2025 to Mar 27, 2026
- Pension RAUM · unset to 0.0Nov 14, 2025 to Mar 27, 2026
- RAUM · $174M to $189MNov 14, 2025 to Mar 27, 2026
- Accounts · 546 to 661Mar 18, 2024 to Mar 31, 2025
- Advisory employees · 5 to 6Mar 18, 2024 to Mar 31, 2025
- Advisory activities · 5 to 4Mar 18, 2024 to Mar 31, 2025
- HNW clients · 73 to 82Mar 18, 2024 to Mar 31, 2025
- Individual clients · 138 to 147Mar 18, 2024 to Mar 31, 2025
- Employees · 6 to 7Mar 18, 2024 to Mar 31, 2025
- Financial planning clients · 1-10 to 1-10Mar 18, 2024 to Mar 31, 2025
- State-registered IARs · 5 to 6Mar 18, 2024 to Mar 31, 2025
- Private funds · 2 to 1Mar 18, 2024 to Mar 31, 2025
- Discretionary RAUM · $140M to $172MMar 18, 2024 to Mar 31, 2025
- HNW RAUM · $114M to $139MMar 18, 2024 to Mar 31, 2025
- Individual RAUM · $25.1M to $28.5MMar 18, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.8M to $1.7MMar 18, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.3M to $1.6MMar 18, 2024 to Mar 31, 2025
- RAUM · $142M to $174MMar 18, 2024 to Mar 31, 2025
- Accounts · 632 to 546Mar 17, 2023 to Mar 18, 2024
- Advisory employees · 6 to 5Mar 17, 2023 to Mar 18, 2024
- HNW clients · 57 to 73Mar 17, 2023 to Mar 18, 2024
- Individual clients · 127 to 138Mar 17, 2023 to Mar 18, 2024
- Pooled vehicle clients · 2 to 1Mar 17, 2023 to Mar 18, 2024
- Employees · 9 to 6Mar 17, 2023 to Mar 18, 2024
- State-registered IARs · 6 to 5Mar 17, 2023 to Mar 18, 2024
- Discretionary RAUM · $61.1M to $140MMar 17, 2023 to Mar 18, 2024
- HNW RAUM · $96.0M to $114MMar 17, 2023 to Mar 18, 2024
- Individual RAUM · $20.5M to $25.1MMar 17, 2023 to Mar 18, 2024
Signals
8 dated events
- Hunter David Wright left Solutions 4 Wealth for Triad Wealth Partners, Llc (registered 2026-06-24)Apr 17, 2026 · Advisor changed firm · fact
- Kade James Orsburn left Solutions 4 Wealth for Seia (registered 2024-09-17)Sep 13, 2024 · Advisor changed firm · fact
- Eric Michael Farr left Solutions 4 Wealth for Farther (registered 2023-08-25)Nov 27, 2023 · Advisor changed firm · fact
- Ann Melissa Hatcher (Managing Member) appeared on Schedule A of Solutions 4 WealthApr 30, 2021 · Control person joined · fact
- Lee Donald Hatcher (Limited Partner, Chief Compliance Officer) appeared on Schedule A of Solutions 4 WealthApr 30, 2021 · Control person joined · fact
- Solutions 4 Wealth filed its initial SEC registration (Form ADV)Apr 30, 2021 · First SEC registration · fact
- Guy Randy Hatcher (Chief Compliance Officer, Limited Partner) no longer on Schedule A of Solutions 4 Wealth (listed 2012-05-30, absent 2021-04-30)Apr 30, 2021 · Control person left · inference
- Muse Tamera Hatcher (Limited Partner) no longer on Schedule A of Solutions 4 Wealth (listed 2012-05-30, absent 2021-04-30)Apr 30, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- donny@solutions4wealth.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 817-934-7010reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/51692482reportedpublic record, Form ADV, Sep 17, 2026
- Website
- SOLUTIONS4WEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 817-934-7010reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $47.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Solutions 4 Wealth is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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