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

Solyco Wealth LLC

Independent wealth managerBirmingham, MichiganCRD 314981SEC 801-136001websiteIAPD
Latest filing Aug 14, 2026
First filing on the tape Apr 9, 2026 · 4 filings
SEC status approved since Apr 24, 2026
RAUM
$116M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$116M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$14.5M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$116M as of Aug 14, 2026
Apr 9, 2026$116M then
HNW client RAUM$90.8M as of Aug 14, 2026
Apr 9, 2026$90.8M then
State-registered IARs (5.B.3)5 as of Aug 14, 2026
Apr 9, 20265 then
Employees (5.A)5 as of Aug 14, 2026
Apr 9, 20265 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 14, 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
RAUM per advisor
$14.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
20derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.8MderivedHNW RAUM over HNW clients
Average account
$488,101derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.6derivedItem 5.A over advisors
Advisors per office
2.0derived4 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$90.8M78%
  • Individuals$25.4M22%
Individual clients
125reported
HNW clients
33reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
238reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Tinja AndersonBirmingham, Mi Aug 25, 202519 y2
Thomas John TroubaBirmingham, MiSep 24, 202510 y0
Derek J PodolakBirmingham, Mi Nov 20, 202525 y3
Evan Garrett GruchotBirmingham, Mi Jan 2, 202611 y4
Jamie Lee RothHanover, Pa Feb 16, 202613 y2
Isaac Nathan MillerBirmingham, Mi Jul 13, 202610 y0
Samuel James GettisChicago, Il Jul 22, 202612 y1
Kevin Ellis-RutherfordBirmingham, Mi Sep 3, 202615 y2
Advisor movement
2 left, 5 joined in 12 months
net +3 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 25% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Clifford Vallier · Chief Compliance Officercontrol
      since 05/2026 · owns less than 5%
    • Garrett Evan Gruchot · Director Of Strategy
      since 07/2025 · owns less than 5%
    Entity owners
    • Solyco Cac LLC · Owner
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Birmingham, Mi · principal8721
    Orlando, Fl210
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Other offices · 2 to 3
      Jun 9, 2026 to Aug 14, 2026
    Signals
    3 dated events
    • Curtis Ryan Trimble left Solyco Wealth Llc for Quarton Capital Partners (registered 2026-05-22)
      May 11, 2026 · Advisor changed firm · fact
    • Vito Peter Gioia left Solyco Wealth Llc for Quarton Capital Partners (registered 2026-05-22)
      May 11, 2026 · Advisor changed firm · fact
    • 2 advisors left Solyco Wealth LLC (Birmingham, MI) for Quarton Capital Partners on the same day
      May 11, 2026 · Team lift-out · derived
    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
    Firm profile
    linkedin.com/company/solycowealthreportedpublic record, Form ADV, Sep 17, 2026
    Website
    solycowealth.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    947-208-4035reportedpublic record, Form ADV, Aug 14, 2026
    Contact form
    solycowealth.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
    Team page
    solycowealth.com/teamreportedpublished by the firm, firm site, Sep 16, 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
    $14.5Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026