Silicon Private Wealth, LLC

RIASEC RegisteredEst. 2024

Total AUM

$178M

Discretionary

$6.7M

4% of AUM

Avg account

$550K

Accounts

323

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 284145
Registered since: April 19, 2024
Website: www.siliconprivatewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI88.62%
Individuals7.32%
Charitable Organizations2.12%
Pension & Profit Sharing Plans1.88%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Silicon Private Wealth, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2024. The firm is owned by an individual and positions itself as a capital allocator, working with both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of external advisers. Fee arrangements are flexible and include percentage-of-AUM fees, hourly charges, fixed fees and commissions. The firm is not flagged as an active ESG investor and does not report multi-state adviser status.