Silicon Valley Wealth Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Silicon Valley Wealth Advisors LLC
CRD #106017
SEC #801-41892
CIK #
AUM $329.2 MM (2023-11-27)
Employees 6 (67% Investors, 0% Brokers)
Phone408-688-0888
Address3190 S Bascom Avenue
San Jose, CA 95124
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
50040030020010001999200720152024
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
Terms | Privacy | Guide
tony@aum13f.com