ADV Part 2A
Firm Brochure
This Firm Brochure provides important information about Winston Solidus Wealth, LLC, including our services, fees and compensation, investment strategies, risks of loss, and business practices. It is required by Oklahoma securities regulators and follows federal disclosure standards. Clients and prospective clients are encouraged to review this document carefully before engaging our services.
ADV Part 2B
Brochure Supplement
This supplement provides important information about Wesley Cox, our Principal and Investment Adviser Representative, including his educational background, business experience, professional qualifications, and other business activities. It supplements the Firm Brochure (Part 2A). Clients should review this to understand better the background of the individual managing their investments.
Expertise you can count on.
Fiduciary
Bound by fiduciary duty under Oklahoma and federal law. Methodical oversight for sustainable, long-term outcomes.
Personalized
Tailored to your goals, time horizon, and life stage. The principal personally oversees every account.
Modern
Regulated 5–20% digital asset sleeves through custodian-held ETFs at Altruist or Fidelity.
Resilient
Buy-and-hold discipline with periodic rebalancing. Zero-panic stewardship through every market cycle.
Transparent
Flat 1% fees, no performance fees, no broker-dealer ties. Statements directly from your custodian.
