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| SVB Wealth LLC
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| |
|---|---|
| CRD # | 172832 |
| SEC # | 801-80480 |
| CIK # | 0001626116 |
| AUM | $6.6 BB (2024-05-16) |
| Employees | 231 (33% Investors, 23% Brokers) |
| Phone | 617-223-0200 |
| Address | 53 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001626116 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Applovin Corp | 13.7 | 0.5 | |
| Apple Inc | 2,382.8 | 0.4 | |
| Microsoft Corp | 1,918.2 | 0.2 | |
| Broadcom Inc | 201.3 | 0.1 | |
| Amazon Com Inc | 1,093.0 | 0.1 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| Alphabet Inc | 1,475.1 | 0.0 | |
| AbbVie Inc | 269.5 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Nvidia Corp | 399.6 | 0.0 | |
| Home Depot Inc | 277.6 | 0.0 | |
| Abbott Laboratories | 187.3 | 0.0 | |
| Procter & Gamble Co | 338.1 | 0.0 | |
| Accenture PLC | 179.5 | 0.0 | |
| Facebook Inc | 434.9 | 0.0 | |
| Costco Wholesale Corp /NEW | 207.6 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
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| 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
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|
OR | 6.9 |
|
Marcuard Family Office Ltd
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|
6.8 | |
|
US Capital Wealth Advisors LLC
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|
TX | 6.8 |
|
The Ameriflex Group Inc
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|
NV | 6.5 |
|
FNB Investment Advisors Inc
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|
PA | 6.3 |
|
Foundations Investment Advisors LLC
✚
|
AZ | 6.3 |
|
Pure Financial Advisors LLC
✚
|
CA | 6.3 |
|
Shuster Advisory Group LLC
✚
|
HI | 6.3 |