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| SVB Wealth LLC
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| CRD # | 172832 |
| SEC # | 801-80480 |
| CIK # | 0001626116 |
| AUM | 3,095.2 M (2026-03-31) |
| Employees | 73 (49% Investors, 49% Brokers) |
| Phone | 617-912-4485 |
| Address | 53 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001626116 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Applied Materials Inc /DE | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Eaton Corp Ltd | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 494 | 0.2 |
| (b) Individuals (high net worth individuals) | 530 | 2.2 |
| (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 | 0.0 |
| (h) Charitable organizations | 13 | 0.2 |
| (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 | 61 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,623 | 3.1 |
| By Discretionary | ||
| Discretionary | 2,552 | 3.0 |
| Non-Discretionary | 71 | 0.1 |
| Total | 2,623 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 2,623 | 3.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001626116] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.3B |
| Serves | Institutional, Retail, Research |
| LEI | 549300TQGLM6XXD5TX84 |
| Comparable Firms | State | AUM |
|---|---|---|
|
M Holdings Securities Inc
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|
OR | 3,206.3 M |
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EPG Incorporated
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MA | 3,203.8 M |
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The Prosperity Consulting Group LLC
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MD | 3,195.9 M |
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AdvisorNet Financial Inc
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MN | 3,149.5 M |
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Faircourt Partners LLC
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IL | 3,120.6 M |
|
Earned Wealth Advisors LLC
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CA | 3,105.9 M |
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Truwealth Advisors LLC
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LA | 3,050.5 M |
|
Certified Advisory Corp
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FL | 3,044.5 M |
|
Vicus Capital Inc
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|
PA | 2,994.4 M |
|
Heritage Financial Services LLC
✚
|
MA | 2,989.6 M |