Key facts
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for Traust Sollus Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Traust Sollus Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Traust Sollus Wealth Management
Provider of wealth management services intended to help make financial choices and maximize wealth. The company's services include financial planning, investment advisory, tax planning and filing and insurance strategies, enabling its clients to maximize their profits and cash flows.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 26
- Website
- tswealth.com/
- Ownership
- Acquired/Merged
Traust Sollus Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Traust Sollus Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Traust Sollus Wealth Management in its N-PORT filings yet. We sweep new filings monthly.