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Silicon Private Wealth, LLC
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Overview Share
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, nan
$118.8 million AUM
3 offices

Silicon Private Wealth, LLC is based in , nan and has $118.8 million in assets under management.

Location

, nan
$118.8 million
AUM
5
Employees
AUM Share
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$118,835,629
Assets under management
251 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 24 $4,854,669 4% $202,278
High net worth individuals 46 $109,151,756 92% $2,372,864
Pension and profit sharing plans 2 $907,021 1% $453,510
Charitable organizations 1 $3,922,135 3% $3,922,135
Other corporations or businesses 1 $48 0% $48
Employees Share
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5
Employees
4
Investment analysts
80% of total employees
AUM per employee Share
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$118,835,629
Assets under management
$23,767,126
AUM per employee
$29,708,907
AUM per investment analyst
About Share
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Compensation

Silicon Private Wealth, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
Services offered

Silicon Private Wealth, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 284,145
SEC number 801-118306
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date May 13, 2020

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