Solitude Financial Services, Inc.
- Regulatory AUM
- $364M
- Discretionary
- $363M
- Clients
- 164
- Avg AUM / client
- $2.2M
- Accounts
- 787
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of May 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 31 | $7.8M | 2.15% |
| High net worth individuals | 133 | $356M | 97.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jetblue Airways Retirement Plan Jetblue Airways Corporation | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gene Michael Kowalski | Principal, Wealth Advisor | Jun 2009 (17y) | 75% or more | |
| Miles, Lindlee, Louise | Chief Technology Officer | Nov 2014 (12y) | 5% – 10% | |
| Kidd Finneran, Jennifer, Suzanne | Chief Of Staff | Apr 2019 (7y) | Less than 5% | |
| Ashley Jonathon Vice | Chief Compliance Officer, Wealth Advisor | CFP CFA | Oct 2021 (5y) | 5% – 10% |
| Andrew J St.Jean | Registered representative | CFP | Jul 2023 (3y) | |
| Jacob Levi Fleming | Registered representative | Mar 2024 (2y) | ||
| Ty W Bilderback | Registered representative | CFP CFA | Aug 2024 (2y) | |
| Michael Whitney | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/09/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $364M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 09, 2026.
View current Form ADV (SEC/IAPD) ↗