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Building 2SILICON PRIVATE WEALTH, LLC

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Phone408-645-6790
NotebookSEC #801-118306
Total AUM
$70M
Employees
4
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
408-645-6790
Other Offices
1

ReceiptFinancials

Total AUM
$70M
Accounts
155
Discretionary
$3M
Accounts
18
Non-Discretionary
$67M
Accounts
137

ContactClients

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Individual Clients
14
AUM
$5.1M
HNW Individual Clients
23
AUM
$59.5M
Pension/Profit Sharing Plan Clients
3
AUM
$1.4M
Charitable Organization Clients
1
AUM
$4M
Corporation or Business Clients
1
AUM
$35.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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