Silicon Private Wealth, LLC

Overview

Silicon Private Wealth, LLC is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals, families and institutional clients. The firm offers a mix of financial planning and portfolio management across individual, small-business and institutional mandates, and also provides selection-of-other-advisers services. Its fee model is flexible — AUM-based fees alongside hourly and fixed-fee engagements and commissionable transactions — which points to a hybrid advisory model that blends comprehensive planning with transactional work. Investment activity centers on public funds and mutual funds as the primary building blocks of client portfolios, while the firm also sources third-party alternative managers in venture capital, private placements and real estate. Silicon Private Wealth is not an active ESG investor and does not operate as a multi-state adviser. A notable operational trait is the large share of assets held in non-discretionary accounts, which indicates the firm frequently serves as advisor and allocator rather than as sole decision-maker on client trading.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices