Overview
Assets Under Management: $329 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 110
Average Client Assets: $2.5 million
Frequently Asked Questions
SILICON VALLEY WEALTH ADVISORS, LLC 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 #106017), SILICON VALLEY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
SILICON VALLEY WEALTH ADVISORS, LLC is headquartered in SAN JOSE, CA.
SILICON VALLEY WEALTH ADVISORS, LLC serves 110 high-net-worth clients according to their SEC filing dated November 27, 2023. View client details ↓
According to their SEC Form ADV, SILICON VALLEY WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SILICON VALLEY WEALTH ADVISORS, LLC manages $329 million in client assets according to their SEC filing dated November 27, 2023.
According to their SEC Form ADV, SILICON VALLEY WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.08%
Average Client Assets: $2.5 million
Total Client Accounts: 796
Discretionary Accounts: 786
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 106017
Filing ID: 1801929
Last Filing Date: 2023-11-27 14:48:00