Multi-Family OfficeRIA · CRD 323093SEC-Registered

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Solid Point Wealth Advisors

Solid Point Wealth Advisors is a wealth management firm focused on managing risk while meeting client goals. Advisors work directly with clients, and the firm...

Solid Point Wealth Advisors

Solid Point Wealth Advisors is a wealth management firm focused on managing risk while meeting client goals. Advisors work directly with clients, and the firm maintains an Investment Committee that oversees proprietary portfolios and manager selection.

General information

Firm type

Multi Family Office

Principals

Christopher Roop

Advisor, Chief Compliance Officer, and member of the Investment Committee

Antony DeSorbo

Advisor and member of the Investment Committee

Brian Gambill

CFA, chairs the Investment Committee

Bryan Burdick

client wealth planning and Investment Committee

Michael Bristol

Director of Marketing

Frequently asked questions

Who are the principals or advisors at Solid Point Wealth Advisors?

No named principals, owners, or investment committee members are publicly traceable for this firm through SEC filings, FINRA BrokerCheck, or media mentions. The absence of public leadership disclosure is notable for a registered advisory firm, though smaller RIAs sometimes lack media visibility.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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