1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SILVIA MCCOLL WEALTH MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone(619) 637-9920
NotebookSEC #801-113331
Total AUM
$283.4M
Employees
2
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 W BROADWAY
SUITE 700
SAN DIEGO
CA 92101
United States
Operating Hours
7:30 AM - 5:00 PM
Monday - Friday
Phone
(619) 637-9920

ReceiptFinancials

Total AUM
$283.4M
Accounts
357
Discretionary
$278.8M
Accounts
343
Non-Discretionary
$4.6M
Accounts
14

ContactClients

View more in analytics →

Individual Clients
51
AUM
$25M
HNW Individual Clients
59
AUM
$247.1M
Pension/Profit Sharing Plan Clients
1
AUM
$850.3K
Charitable Organization Clients
1
AUM
$10.5M
Corporation or Business Clients
1
AUM
$10K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account