# Discipline Wealth Solutions

Discipline Wealth Solutions is an Asset Manager based in Greenville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Greenville, United States
- **Region:** North America
- **Address:** Greenville, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** disciplinewealth.com
- **LinkedIn:** https://www.linkedin.com/company/discipline-wealth-solutions

## Regulatory record

- **CRD number:** 315846
- **SEC file number:** 801-122049
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315846

## About

Discipline Wealth Solutions was established in 2021. It operates from Greenville, United States, and focuses on standard wealth-management services. The firm delivers asset management, financial planning, and portfolio construction. It serves individuals, high-net-worth individuals, corporations, and retirement plans across domestic accounts. No specific asset-class allocations, named holdings, or co-investors appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified. The firm follows a conventional registered-advisory model with no documented succession arrangements or hybrid structures.

## Questions

### Who runs investment decisions at Discipline Wealth Solutions?

No named principals or CIOs are disclosed in public records.

### Does Discipline Wealth Solutions participate in fund commitments or only direct deals?

Available information does not specify fund commitments versus direct investments.

### What investment stages does Discipline Wealth Solutions typically target?

No stage preferences are stated in the firm's records.

## Related profiles

- [Disciplined Portfolio Solutions](https://altss.com/profile/disciplined-portfolio-solutions)
- [Discover Financial Services](https://altss.com/profile/discover-financial-services)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/discipline-wealth-solutions

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