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Solyco Wealth LLC

EST. AUM
$116,168,145

CONTACTS

CLIENT ACCOUNTS
238

Firm Details

Metro area Detroit
CRD Number 314981
Website solycowealth.com
Client types

Overview

Solyco Wealth LLC is a Birmingham, Michigan-based independent registered investment adviser (RIA) founded in 2021. Part of the broader Solyco ecosystem that includes the private equity firm Solyco Capital, the wealth management division provides fiduciary-based financial planning and discretionary portfolio management to individuals, high-net-worth families, and business owners. Their investment philosophy centers on a "goals-focused" approach rather than arbitrary benchmarks, utilizing a systematic asset allocation process to capture alpha by identifying business cycle and tactical economic transitions. The firm is led by President Curtis Trimble and Partner Vito Gioia, a Certified Exit Planning Advisor (CEPA), specializing in complex multi-generational wealth and business succession strategies.

Platform Details

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Alternative Activity

Address

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

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