Silicon Valley Wealth Advisors, LLC is a large advisory firm based in San Jose. It manages $304.59 million of regulatory assets for 790 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, and Washington.
Silicon Valley Wealth Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Silicon Valley Wealth Advisors, LLC is $304.59 million. The firm's AUM has grown by 27% since the beginning of its operation, and $1.58 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Silicon Valley Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Silicon Valley Wealth Advisors is high net worth individuals with 107 clients and $252.57 million of assets under management. Among the 11 most similar advisory firms, Silicon Valley Wealth Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $304.59 million for 272 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Silicon Valley Wealth Advisors doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christopher Allen Duke joined the executive team most recently as the Member, Senior Wealth Advisor.
The principal office where Silicon Valley Wealth Advisors, LLC performs its advisory services is located at 3190 S. Bascom Avenue, San Jose, CA 95124, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 408-688-0888 or by fax 408-688-0880. The normal business hours are 9:00 am - 5:00 pm fridays: 9:00 am - 3:00pm on Monday - Friday. You can find more information about the New York firm at svwadvisors.com.