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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) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 142 | 57.2 |
(b) Individuals (high net worth individuals) | 110 | 270.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 3 | 1.3 |
(h) Charitable organizations | 1 | 0.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 796 | 329.2 |
By Discretionary | ||
Discretionary | 786 | 326.6 |
Non-Discretionary | 10 | 2.5 |
Total | 796 | 329.2 |
By Non-United States Persons | ||
Non-United States Persons | 1.8 | |
United States Persons | 327.4 | |
Total | 796 | 329.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Walden Wealth Partners LLC
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|
OH | 0.3 |
Curio Wealth LLC
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|
MD | 0.3 |
HRC Wealth Management LLC
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|
ID | 0.3 |
Aull & Monroe Investment Management Corp
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|
AL | 0.3 |
Antman Lester Murray
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|
CA | 0.3 |
Red Wave Investments LLC
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|
PA | 0.3 |
Brandon Financial Planning Inc
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|
TN | 0.3 |
Hoxton Capital Management USA LLC
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|
0.3 | |
FC Wealth Solutions LLC
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|
OH | 0.3 |
Mosaic Advisors LLC
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|
TX | 0.3 |