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Building 2SILICON VALLEY WEALTH ADVISORS, LLC

Map pinSAN JOSE, CA
Phone408-688-0888
NotebookSEC #801-41892
Total AUM
$329.2M
Employees
6
Clients
256

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3190 S. BASCOM AVENUE
SUITE 210
SAN JOSE
CA 95124
United States
Operating Hours
9:00 AM - 5:00 PM FRIDAYS: 9:00 AM - 3:00PM
Monday - Friday
Phone
408-688-0888
Other Offices
1

ReceiptFinancials

Total AUM
$329.2M
Accounts
796
Discretionary
$326.6M
Accounts
786
Non-Discretionary
$2.5M
Accounts
10

ContactClients

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Individual Clients
142
AUM
$57.2M
HNW Individual Clients
110
AUM
$270.2M
Pension/Profit Sharing Plan Clients
3
AUM
$1.3M
Charitable Organization Clients
1
AUM
$546.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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