Silicon Valley Wealth Advisors LLC

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Silicon Valley Wealth Advisors LLC ✚
CRD #	106017
SEC #	801-41892
CIK #
AUM	$357.7 MM (98% Disc, 99% US, 2020-02-05)
Employees	7 (71% Investors, 0% Brokers)
Phone	408-688-0888
Address	3190 S Bascom Avenue San Jose, CA 95124
Source	[IAPD] [Website]

Total AUM ($MM)

Comparable Firms	State	AUM ($BB)
Copper Harbor Investment Advisors LLC ✚	WI	0.4
The Gleason Group Inc ✚	KY	0.4
Whelan Financial ✚	CA	0.4
Court Place Advisors LLC ✚	MD	0.4
Tilson Financial Group Inc ✚	NJ	0.4
van SANT & Mewshaw Inc ✚	MD	0.4
GFS Private Wealth LLC ✚	FL	0.4
Bray Capital Advisors LLC ✚	FL	0.4
Claybrook Capital LLC ✚	MA	0.4
McCollum Christoferson Group LLC ✚	NY	0.4

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