SVB Wealth LLC

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Assets, Funds, Holdings

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SVB Wealth LLC
CRD #172832
SEC #801-80480
CIK #0001626116
AUM $6.6 BB (2024-05-16)
Employees 231 (33% Investors, 23% Brokers)
Phone617-223-0200
Address53 State Street
Boston, MA 02109
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($BB)
2016128402009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
APP 13.7 0.5
AAPL 2,382.8 0.4
MSFT 1,918.2 0.2
AVGO 201.3 0.1
AMZN 1,093.0 0.1
JPM 340.2 0.0
GOOGL 1,475.1 0.0
ABBV 269.5 0.0
GOOG 1,482.6 0.0
NVDA 399.6 0.0
View All
Holdings by Sector ($BB)
10.08.06.04.02.00.02014201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 944 0.4
(b) Individuals (high net worth individuals) 918 4.7
(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 8 0.1
(h) Charitable organizations 20 0.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 0.1
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 104 1.1
(n) Other 0 0.0
Total 4,835 6.6
By Discretionary
Discretionary 4,663 6.5
Non-Discretionary 172 0.2
Total 4,835 6.6
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 6.5
Total 4,835 6.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001626116]
Comparable Firms State AUM ($BB)
Arbor Point Advisors LLC
NE 6.9
Cadaret Grant & Co Inc
NY 6.9
Northwest Capital Management Inc
OR 6.9
Marcuard Family Office Ltd
6.8
US Capital Wealth Advisors LLC
TX 6.8
The Ameriflex Group Inc
NV 6.5
FNB Investment Advisors Inc
PA 6.3
Foundations Investment Advisors LLC
AZ 6.3
Pure Financial Advisors LLC
CA 6.3
Shuster Advisory Group LLC
HI 6.3
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