Overview
Assets Under Management: $189 million
Headquarters: LONGWOOD, FL
High-Net-Worth Clients: 54
Average Client Assets: $1.5 million
Frequently Asked Questions
SILER WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108682), SILER WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SILER WEALTH MANAGEMENT is headquartered in LONGWOOD, FL.
SILER WEALTH MANAGEMENT serves 54 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, SILER WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
SILER WEALTH MANAGEMENT manages $189 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, SILER WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.58%
Average Client Assets: $1.5 million
Total Client Accounts: 1,165
Discretionary Accounts: 12
Non-Discretionary Accounts: 1,153
Regulatory Filings
CRD Number: 108682
Filing ID: 2084766
Last Filing Date: 2026-03-30 14:51:19