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Chief Investment Officer · Solidarity Wealth, LLC

William J. Mortimer

CRD 5078207 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Solidarity Wealth, LLC, an SEC-registered wealth manager based in Lehi, UT with $704 million in regulatory assets, lists William J. Mortimer on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name William at 1 other registered adviser.

Firms and roles

AtlasMembers

William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.