Investment adviser · CRD 143248

SOLUTIONS 4 WEALTH

Investment adviser filing (IA)

SOLUTIONS 4 WEALTH, LTD

SOUTHLAKE, TX, United States · Form ADV filed Sep 23, 2026

Regulatory AUM
$189M
Form ADV · Item 5.F
Client accounts
649
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals77$160,091,22384.5%
Individuals124$25,626,49713.5%
Pooled investment vehicles1$1,611,0000.9%
Other clientsFewer than 5$1,004,0680.5%
Other investment advisers6$782,8260.4%
Corporations & businessesFewer than 5$322,3800.2%
Investment companies1$10,0010.0%
Filing source

Form ADV 2133885 · Sep 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

S4W MULTIFAMILY HOUSING FUND LPReal Estate Fund · Last reported Sep 23, 2026$1.61MGross asset value

Form D fundraising filings

S4W Multifamily Housing Fund LP

Auditor SPROLESWOODARD, LLP FORT WORTH, Texas, United States
Custodian FORGE TRUST SIOUX FALLS, South Dakota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

SPROLESWOODARD, LLP
PCAOB 6859

Fund details & source
Fund ID
805-6761156441
Reported beneficial owners
21
Minimum commitment
$50K
Form D file number
021-384022

Form ADV 2133885 · Sep 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRESTIGE FINANCE COMPANY LLCReal Estate Fund · Last reported Mar 18, 2024$0Gross asset value

Form D fundraising filings

Prestige Finance Co LLC

Auditor STOVAL GRANDEY & ALLEN LLP FORT WORTH, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

STOVAL GRANDEY & ALLEN LLP
PCAOB 72

Fund details & source
Fund ID
805-2393403930
Reported beneficial owners
0
Minimum commitment
$0
Form D file number
021-393604

Form ADV 1837882 · Mar 18, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

566 NORTH KIMBALL AVE, SUITE 120
SOUTHLAKE, TX, 76092, United States

CRD 143248

Filing source

Form ADV 2133885 · Sep 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.