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| Keyboard |
| Silicon Private Wealth LLC
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|---|---|
| CRD # | 284145 |
| SEC # | 801-129958 |
| CIK # | |
| AUM | 177.8 M (2026-01-22) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 408-645-6790 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 13.0 |
| (b) Individuals (high net worth individuals) | 47 | 157.6 |
| (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 | 3 | 3.3 |
| (h) Charitable organizations | 1 | 3.8 |
| (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 | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 323 | 177.8 |
| By Discretionary | ||
| Discretionary | 12 | 6.7 |
| Non-Discretionary | 311 | 171.1 |
| Total | 323 | 177.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.8 | |
| Total | 323 | 177.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Liberty One Wealth Advisors
✚
|
PA | 178.4 M |
|
Index Technologies Group LLC
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|
NY | 178.3 M |
|
Avrio Wealth PTE Ltd
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178.3 M | |
|
Investment Insight Wealth Management LLC
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|
178.1 M | |
|
ACME Jack Investments LLC
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|
178.0 M | |
|
Rochester Wealth Strategies LLC
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|
MI | 177.8 M |
|
Gasber Financial Advisors Inc
✚
|
CA | 177.7 M |
|
HOFF Brothers LLC
✚
|
WI | 177.5 M |
|
Hollingsworth Avent Averre & Purvis PA
✚
|
NC | 177.4 M |
|
Silverpeak Wealth Advisors LLC
✚
|
CO | 177.4 M |