Silicon Valley Wealth Management Solutions, Inc.
Silicon Valley Wealth Management Solutions, Inc. is an SEC-registered wealth manager with $8.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Silicon Valley Wealth Management Solutions, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159702, data through 2012-09-26.
- AUM (assets under management / regulatory AUM)
- $8.9M (2012-09-26)
- Firm type
- Wealth Manager
- Employees
- 52
- CRD
- 159702
- Ownership
- SMITH, TODD, AUSTIN
How much AUM does Silicon Valley Wealth Management Solutions, Inc. have?
Silicon Valley Wealth Management Solutions, Inc. reported $8.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-09-26).
Who owns Silicon Valley Wealth Management Solutions, Inc.?
Disclosed owners and executives of Silicon Valley Wealth Management Solutions, Inc. include SMITH, TODD, AUSTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.