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| Silicon Valley Wealth Advisors LLC
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| |
|---|---|
| CRD # | 106017 |
| SEC # | 801-41892 |
| CIK # | |
| AUM | $329.2 MM (2023-11-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 408-688-0888 |
| Address | 3190 S Bascom Avenue San Jose, CA 95124 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 57.2 |
| (b) Individuals (high net worth individuals) | 110 | 270.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.3 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 796 | 329.2 |
| By Discretionary | ||
| Discretionary | 786 | 326.6 |
| Non-Discretionary | 10 | 2.5 |
| Total | 796 | 329.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 327.4 | |
| Total | 796 | 329.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Walden Wealth Partners LLC
✚
|
OH | 0.3 |
|
Curio Wealth LLC
✚
|
MD | 0.3 |
|
HRC Wealth Management LLC
✚
|
ID | 0.3 |
|
Aull & Monroe Investment Management Corp
✚
|
AL | 0.3 |
|
Antman Lester Murray
✚
|
CA | 0.3 |
|
Red Wave Investments LLC
✚
|
PA | 0.3 |
|
Brandon Financial Planning Inc
✚
|
TN | 0.3 |
|
Hoxton Capital Management USA LLC
✚
|
0.3 | |
|
FC Wealth Solutions LLC
✚
|
OH | 0.3 |
|
Mosaic Advisors LLC
✚
|
TX | 0.3 |