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Solid State Wealth Advisory Group

EST. AUM
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Firm Details

Metro area Los Angeles
CRD Number 343436
Website solidstatewealthadvisorygroup.com
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Overview

Solid State Wealth Advisory Group, LLC is an SEC-registered investment adviser and wealth management firm based in Lake Forest, California. Established in July 2026, the firm provides investment management, financial planning and consulting services to individuals, high-net-worth individuals and businesses. Its investment management offering includes customized asset allocation, security selection, portfolio monitoring and discretionary account management based on client objectives and risk tolerance. SSWAG may also select external sub-advisers and recommend alternative investments where appropriate. Financial planning covers retirement, cash flow, investment strategy, tax management and estate considerations. The firm operates as a fiduciary and charges asset-based, hourly or fixed advisory fees.

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Address

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

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