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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Silicon Private Wealth LLC
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| CRD # | 284145 |
| SEC # | 801-129958 |
| CIK # | |
| AUM | $150.6 M (2025-04-25) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 408-645-6790 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 23.5 |
| (b) Individuals (high net worth individuals) | 45 | 117.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 3.3 |
| (h) Charitable organizations | 1 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 325 | 150.6 |
| By Discretionary | ||
| Discretionary | 17 | 2.9 |
| Non-Discretionary | 308 | 147.7 |
| Total | 325 | 150.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.6 | |
| Total | 325 | 150.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Granada Wealth Management LLC
✚
|
NC | 0.2 |
|
Strategic Financial Management LLC
✚
|
0.2 | |
|
Paladin Wealth LLC
✚
|
MN | 0.2 |
|
CTA Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Hawkins Investment Counsel LLC
✚
|
0.2 | |
|
Rochester Wealth Strategies LLC
✚
|
MI | 0.2 |
|
The Money Men Inc
✚
|
NY | 0.2 |
|
Prestige Wealth Services Group Inc
✚
|
NJ | 0.2 |
|
Adare Asset Management LLC
✚
|
PA | 0.2 |
|
Stronghold Wealth Management LLC
✚
|
FL | 0.2 |