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Solidarity Wealth, LLC

Multifamily office listing in Lehi, Utah, United States.

  • SEC-registered
Regulatory AUM
$704 million
Employees
12
Clients
0
SEC CRD
315843

Independent, fee-only multi-family office and wealth advisory firm serving a limited number of families.

Overview

Solidarity Wealth is a privately held, independent multi-family office and fee-only wealth advisory firm. It provides financial planning, investment management, and family-office services for a select group of families.

History

Solidarity Wealth was founded by Jeff McClean, Zach Whitchurch, and Jimmy Mortimer, former Wells Fargo advisors.

Leadership

- Jeff McClean, CEO and Wealth Advisor: Brings a background in tax and estate-planning law. - Zach Whitchurch, CFP®, CPWA®, President and Wealth Advisor: Focuses on behavioral finance and financial habits. - Jimmy Mortimer, Chief Investment Officer: Develops the firm’s proprietary investment strategies. - Lynn Evans, Tax Advisor and Director of Family Office Services: Advises on individual, fiduciary, business, estate, and gift taxes.

Services

Solidarity Wealth offers financial planning, investment management, and family-office services. Family-office work can include bookkeeping, bill pay, tax planning, financial reporting, and family meetings.

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Trust and fiduciary
  • Family governance and education
  • Administration and bill pay
  • Private and alternative investments

Client Focus

The firm serves entrepreneurs, executives, families, athletes, and entertainers.

Approach

Solidarity Wealth’s investment approach emphasizes owning real businesses with fair valuations, strong free cash flow, durable competitive advantages, and owner-minded management.

Public-equity portfolios typically hold 25 to 35 carefully selected businesses intended for long-term ownership. The firm also evaluates venture capital, private equity, private credit, real estate, and other private investments within each client’s broader financial plan.

The firm organizes wealth across cash, fixed income, core equities, real estate, and venture or private equity.

Solidarity Wealth reports that it is a fiduciary, fee-only registered investment adviser that does not accept commissions or compensation for recommending specific investments. The SEC lists SOLIDARITY WEALTH, LLC as an approved investment adviser.

Fees

Solidarity Wealth reports that its advisory fee schedule begins at 1.25% of assets under management, billed quarterly, with possible reductions at higher asset levels.

By the numbers

Regulatory AUM by year$0K$194M$387M$581M$775M2022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 315843. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2022$251 million$237 million$13 million
2023$376 million$365 million$10 million
2025$628 million$628 million$0
2026$704 million$704 million$0
Average AUM per client by year$0K$888K$2M$3M$4M2022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 315843. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2022$3 million
2023$3 million
2025$3 million
2026$3 million
Clients by type (2026)High net worth individuals175Individuals43
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 315843. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals43
High net worth individuals175
Corporations<5
Employees by year04812152022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 315843. As of .
Employees reported on Form ADV
YearEmployees
20227
202314
202513
202612

Ranks #4 of 4 SEC-registered firms in UT on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 315843. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What does Solidarity Wealth do?

The firm provides financial planning, investment management, and family-office services, including bookkeeping, bill pay, tax planning, financial reporting, and family meetings.

Who does Solidarity Wealth serve?

Its client groups include entrepreneurs, executives, families, athletes, and entertainers.

How does Solidarity Wealth invest?

The firm organizes wealth across cash, fixed income, core equities, real estate, and venture or private equity. Its public-equity portfolios typically hold 25 to 35 selected businesses, while private investments are evaluated within each client’s broader financial plan.

  • LocationMultifamily offices in Utah

    The Utah multifamily offices page helps families compare firms serving the state and understand which services may fit their needs. It gives a regional starting point for considering investment management, planning, fiduciary work, family governance, and administration for a closely held family or business owner.

  • Network siteCapitalGainsTax.com

    CapitalGainsTax.com explains how capital gains taxes can affect investment decisions, business sales, and inherited assets. Its planning guides can help a family prepare questions about tax planning alongside portfolio management, private investments, trusts, and other decisions that may affect taxable gains.

  • Network siteFamilyOffices.com

    FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Readers can use it to learn about governance, education, administration, and investment oversight, then consider how a multifamily office serving a limited number of families might address related responsibilities.

  • GuideHow multifamily offices invest

    The MultifamilyOffices.com guide to how multifamily offices invest describes common approaches to portfolio construction, risk, private markets, and manager selection. A family comparing advisory options can use it to frame questions about investment management, alternatives, liquidity, and how investing fits with financial and tax planning.

  • Similar firmsSepio Capital
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    Profiles of Sepio Capital, Rosehaven Family Office, and Crewe Advisors provide additional points of comparison on this site. Reviewing their stated services, client focus, and locations can help a wealthy family or business owner identify questions about investment management, planning, fiduciary services, and family office administration.

Sources

  1. https://solidaritywealth.com/
  2. https://solidaritywealth.com/our-story/
  3. https://solidaritywealth.com/our-team/
  4. https://solidaritywealth.com/investment-management/
  5. https://solidaritywealth.com/fees/
  6. https://adviserinfo.sec.gov/firm/summary/315843

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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