Silicon Hills Wealth Management LLC

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Assets, Funds, Holdings

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Silicon Hills Wealth Management LLC
CRD #166030
SEC #801-79992
CIK #0001799054
AUM
Employees 6 (67% Investors, 0% Brokers)
Phone512-774-5340
Address8834 N Capital of Texas Highway
Austin, TX 78759
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
3002401801206002009201420192025
Sector Form 13F Holdings Value ($M)
Apple Inc 7.1
Amazon Com Inc 2.4
Visa Inc 2.2
American Express Co 1.8
Microsoft Corp 1.6
Honeywell International Inc 1.4
J P Morgan Chase & Co 1.4
Johnson & Johnson 1.3
Alphabet Inc 1.3
 
 
Holdings by Sector ($M)
180144108723602019202020222024
Type Form D Funds Date Sold AUM
PE Silicon Hills Cielo II Investors LP 2017-03-17 1.3 M
PE Silicon Hills Circleup Investors LP 2017-03-17 0.9 M
PE Silicon Hills Gravitant Investors LP 2017-03-17
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 56 16.9
(b) Individuals (high net worth individuals) 127 223.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 632 240.7
By Discretionary
Discretionary 598 238.9
Non-Discretionary 34 1.8
Total 632 240.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 240.7
Total 632 240.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001799054]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients3
ServesInstitutional, Retail
Fund TypesPrivate Equity
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