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Isaac Nathan Miller

Investment adviser representative at Solyco Wealth LLC
11 yearsExperience
1 stateRegistered in
$116.2MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Solyco Wealth LLCJun 2026 to now
  2. Isaac Miller Financial LLCSep 2023 to now
  3. Evolution Financial GroupFeb 2021 to Dec 2024
  4. Mass MutualMay 2020 to Jan 2021
  5. The Lake ClubOct 2015 to Apr 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (OH).

Solyco Wealth LLC

$116.2MAssets managed
158Clients
7Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8303280
Firm CRD
314981
Advisor's SEC record (opens in a new tab)
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