Discipline Wealth Solutions, Inc.

Overview

Discipline Wealth Solutions, Inc. is an SEC registered investment adviser based in Greenville, SC, registered since 2021. It reports $747M in assets under management across 1,900 accounts, with 18 employees. It has 17 investment adviser representatives.

Reported AUM

$747M

Discretionary

99%

Accounts

1,900

Average account

$393K

Employees

18

Advisory reps

17

Registered since

2021

Jurisdictions

44

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Anthony R Colancecco Jr Chief Compliance Officer CRD 6247436

Advisory reps 3 of 17

• Rodney Au Yeung Insurance Agent · Investment Adviser Rep CRD 4006157
• Marc S Becker Insurance Agent · Investment Adviser Rep CRD 4247479
• Bryan R Byrd Investment Adviser Rep CRD 5728790

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

15 Halton Green Way
Greenville, SC 29607

County

Greenville

Metro area

Greenville-Anderson, SC

Region

South

Registrations

• SEC registered
• Registered in 44 jurisdictions
• Website: stahlneckergroup.com

Every state, with registration dates

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