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SILICON PRIVATE WEALTH, LLC
CRD 284145 · SEC 801-129958
CA, United States
Phone
408-645-6790
Fax
408-645-7786
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.8M
Discretionary AUM
$6.7M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $13.0M |
| High net worth individuals | 47 | $157.6M |
| Pension/profit sharing plans | 3 | $3.3M |
| Charitable organizations | 1 | $3.8M |
| Corporations/business entities | 2 | $104K |
States served
CA, NY, TX, NH
All web addresses on file
Official SEC filing: View on IAPD