Wealth Manager
    SEC Registered
    Manages Private Funds

    Discipline Wealth Solutions, Inc.

    Registered investment advisor · Greenville, South Carolina · CRD #315846

    Assets Under Management
    $747M
    Client Accounts
    1,900
    Employees
    18
    CRD Number
    315846
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Discipline Wealth Solutions, Inc.

    Discipline Wealth Solutions, Inc. is an investment advisor registered with the Securities and Exchange Commission. See full disclosure at disciplinewealth ... Investment Adviser Firm Summary. DISCIPLINE WEALTH SOLUTIONS, INC. ( CRD # 315846/SEC#:801-122049 ) Show All 13. AR 21 INVESTMENT ADVISORY SERVICE, WISER ... Discipline Wealth Solutions, Inc. is an investment advisor registered with the Securities and Exchange Commission. See full disclosure at disciplinewealth.com/ ...

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Discipline Wealth Solutions, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Discipline Wealth Solutions, Inc.'s AUM?

    Discipline Wealth Solutions, Inc. reports approximately $747M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Discipline Wealth Solutions, Inc. headquartered?

    Discipline Wealth Solutions, Inc. is headquartered in Greenville, South Carolina.

    What is Discipline Wealth Solutions, Inc.'s CRD number?

    Discipline Wealth Solutions, Inc.'s CRD number is 315846. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Discipline Wealth Solutions, Inc. manage?

    Discipline Wealth Solutions, Inc. manages approximately 1,900 client accounts according to its latest SEC filing.

    Is Discipline Wealth Solutions, Inc. SEC registered?

    Yes, Discipline Wealth Solutions, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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