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
- Solidarity Wealth, LLCChief Investment OfficerWealth manager · Lehi, UT · $704M in regulatory assets
- Solidarity Capital Management, LLCManagerPrivate fund adviser · Lehi, UT · $128M in regulatory assets
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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jeffrey McCleanChief Compliance Officer, Solidarity Wealth, LLC
- Zachary M. WhitchurchManager, Solidarity Capital Management, LLC
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.