Discipline Wealth Solutions, Inc.

EST. AUM
$746,683,310

CONTACTS

CLIENT ACCOUNTS
1,900

Firm Details

Metro area Greenville, SC
CRD Number 315846
Website disciplinewealth.com
Client types

Overview

Discipline Wealth Solutions, Inc. is a Greenville, South Carolina-based SEC-registered investment adviser that provides wealth management, financial planning, portfolio management, and advisor platform services. The firm differentiates itself through its Integrated Advisor Platform (IAP™), a technology-enabled advisor support model designed to help independent advisors and RIAs scale while maintaining control of their branding, technology stack, and client relationships.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Discipline Wealth Solutions, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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