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Solutions 4 Wealth, Ltd (Southlake)


Solutions 4 Wealth, Ltd is an adviser based in Southlake. It manages $47.23 million of regulatory assets for 217 client accounts. It has been registered with the SEC as an adviser since 2007.

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Solutions 4 Wealth provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as coaching/consulting.

Solutions 4 Wealth: assets under management

The assets under management (AUM) of Solutions 4 Wealth, Ltd is $47.23 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.18 million in discretionary accounts and $6.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.34 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.51 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Solutions 4 Wealth, Ltd for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Randy Guy Hatcher Managing member 1 Aug 2002 50% - 75% 1716243
Tamera Muse Hatcher Managing member 1 Aug 2002 50% - 75% 4485795

Based in Southlake

The principal office where Solutions 4 Wealth, Ltd performs its advisory services is located at 201 Countryside Court, Southlake, TX 76092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-416-1975 or by fax 817-416-1955. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.apnow.com.


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