Company Information

Get to know Traust Sollus Wealth Management

Founded in 2012, Traust Sollus Wealth Management is a New York-based Registered Investment Advisor (RIA) that operates as a multi-family office. The firm is built on the "True North" principle, emphasizing a fiduciary, client-first approach to wealth management. They offer a comprehensive suite of services including investment management, estate and tax planning, and risk management, primarily targeting high-net-worth individuals and families who require sophisticated, integrated financial guidance but may not need a dedicated single-family office. As a fee-only firm, their revenue comes directly from clients, not from commissions on products sold.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Traust Sollus Wealth Management

United States

Founded in

1983 (43 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.