Siler Wealth Management
Siler Wealth Management is an SEC-registered mass-market adviser in Longwood, FL with $188.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Siler Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108682, SEC 801-134930, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $188.6M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Longwood, FL
- Employees
- 6
- Clients
- 664
- CRD
- 108682
- Ownership
- STOCKDR COM INC; MERBACH, MICHAEL, ALAN; SILER, LEE, ANTHONY; MACMILLAN, DONALD; SUTTON, ALBERT
How much AUM does Siler Wealth Management have?
Siler Wealth Management reported $188.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Siler Wealth Management?
Disclosed owners and executives of Siler Wealth Management include STOCKDR COM INC, MERBACH, MICHAEL, ALAN, SILER, LEE, ANTHONY, MACMILLAN, DONALD, SUTTON, ALBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.