Silveria Wealth Group, LLC

Overview

Silveria Wealth Group, LLC is a small, individually owned advisory firm that provides financial planning and portfolio management primarily for individuals and small businesses. Its compensation model includes asset-based charges alongside fixed fees and other arrangements. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not newly formed. It is not positioned as a capital allocator and is classified in the data as “unclassified.” SEC registration year is not provided.

Assets & Accounts

Public Holdings

Investments & Alternatives