|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| SVB Wealth LLC
✚
|
|
|---|---|
| CRD # | 172832 |
| SEC # | 801-80480 |
| CIK # | 0001626116 |
| AUM | $5.0 B (2025-05-13) |
| Employees | 85 (68% Investors, 13% Brokers) |
| Phone | 617-223-0200 |
| Address | 53 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 666 | 0.3 |
| (b) Individuals (high net worth individuals) | 688 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 19 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 74 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,739 | 5.0 |
| By Discretionary | ||
| Discretionary | 3,618 | 4.9 |
| Non-Discretionary | 121 | 0.1 |
| Total | 3,739 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 4.9 | |
| Total | 3,739 | 5.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001626116] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Todd Asset Management LLC
✚
|
KY | 5.1 |
|
Procourse Fiduciary Advisors LLC
✚
|
IN | 5.1 |
|
Richard Bernstein Advisors LLC
✚
|
NY | 5.0 |
|
RFG Advisory LLC
✚
|
AL | 4.9 |
|
Pension Consultants Inc
✚
|
MO | 4.9 |
|
Stratos Wealth Advisors LLC
✚
|
OH | 4.9 |
|
SYM Financial Corporation
✚
|
IN | 4.9 |
|
Creativeone Wealth LLC
✚
|
KS | 4.8 |
|
Stacey Braun Associates Inc
✚
|
NY | 4.8 |
|
Alesco Advisors LLC
✚
|
NY | 4.8 |