Dakota
Dakota
Book a Demo
Talk to an Expert

Van Soldat Wealth LLC

EST. AUM
$0

CONTACTS

CLIENT ACCOUNTS
0

Firm Details

Metro area Sao Paulo, Brazil
CRD Number 343130
Website vansoldat.com
Client types

Overview

Van Soldat Wealth LLC is a newly registered investment adviser operating under CRD 343130 and SEC file number 801-137290. Its SEC registration became effective September 14, 2026, and its latest recorded Form ADV filing is dated October 3, 2026. Regulatory data identifies financial planning and portfolio management for individuals as its principal advisory activities, with compensation based on a percentage of assets under management. The firm currently reports one employee and one advisory representative, supporting classification as an RIA rather than an Investment Firm or Investment Allocator.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy