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Dylan A. Oliva

SOLYCO WEALTH LLC
Irvine, CA
Some features on this profile are disabled
CRD#: 7333155
DO

Professional summary

Dylan Austin Oliva is a registered financial advisor currently at SOLYCO WEALTH LLC located in Irvine, California.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Dylan has worked at 4 firms and has passed the Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PROSPERITAS FINANCIAL, LLC. NATURE: Registered Support Staff INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/30/2021 ADDRESS: 25060 AVENUE STANFORD, SUITE 100, VALENCIA, CA 91355, United States DESCRIPTION: Assist advisors with account maintenance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Austin Oliva's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 21, 2025 - Present

SOLYCO WEALTH LLC

RIA
CRD#: 314981
Irvine, CA
Past

August 19, 2024 - May 1, 2025

PURUS WEALTH MANAGEMENT, LLC

RIA
CRD#: 174490
Mission Viejo, CA
Past

August 26, 2022 - January 22, 2024

PROSPERITAS FINANCIAL, LLC

RIA
CRD#: 315768
VALENCIA, CA
Past

June 8, 2021 - April 25, 2022

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
VALENCIA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/21/2025)
IAR
Michigan
(8/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/22/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/8/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/19/2021
Securities Industry Essentials Examination

Current Firm

SW
SOLYCO WEALTH LLC
SOLYCO WEALTH LLC

CRD#: 314981 / SEC#:

California
Registered Investment Advisory firm - (9/10/2021 Approved)
Florida
Registered Investment Advisory firm - (1/26/2022 Approved)
Louisiana
Registered Investment Advisory firm - (10/26/2021 Approved)
Michigan
Registered Investment Advisory firm - (7/19/2021 Approved)
Texas
Registered Investment Advisory firm - (9/29/2021 Approved)
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Contact information

Main Address
210 South Old Woodward Avenue Suite 240, Birmingham, MI 48009
Mailing Address
Phone number
(713) 444-3560
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts81
AUM (Assets Under Management)$ 63,273,367

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SOLYCO WEALTH LLC

CRD#: 314981Irvine, CA

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