Silicon Private Wealth, LLC
Silicon Private Wealth, LLC is an SEC-registered wealth manager with $177.8M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Silicon Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284145, SEC 801-129958, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $177.8M (2026-01-22)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 89
- CRD
- 284145
- Ownership
- WILLIAMS, PATRICIA, GAIL; SMITH, SCOTT, TAYLOR; CUNNINGHAM, CALUM, JOHN; MORDESOVICH, RICHARD, CHARLES; Verbica, Peter, Coe
How much AUM does Silicon Private Wealth, LLC have?
Silicon Private Wealth, LLC reported $177.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Silicon Private Wealth, LLC?
Disclosed owners and executives of Silicon Private Wealth, LLC include WILLIAMS, PATRICIA, GAIL, SMITH, SCOTT, TAYLOR, CUNNINGHAM, CALUM, JOHN, MORDESOVICH, RICHARD, CHARLES, Verbica, Peter, Coe. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.