Overview
Assets Under Management: $241 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 127
Average Client Assets: $1.8 million
Frequently Asked Questions
SILICON HILLS 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 #166030), SILICON HILLS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SILICON HILLS WEALTH MANAGEMENT is headquartered in AUSTIN, TX.
SILICON HILLS WEALTH MANAGEMENT serves 127 high-net-worth clients according to their SEC filing dated March 28, 2023. View client details ↓
According to their SEC Form ADV, SILICON HILLS WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SILICON HILLS WEALTH MANAGEMENT manages $241 million in client assets according to their SEC filing dated March 28, 2023.
According to their SEC Form ADV, SILICON HILLS 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
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.97%
Average Client Assets: $1.8 million
Total Client Accounts: 632
Discretionary Accounts: 598
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 166030
Filing ID: 1703479
Last Filing Date: 2023-03-28 16:10:00