Silicon Hills Wealth Management

Silicon Hills Wealth Management (CRD# 166030) is a financial advisory firm headquartered in Austin, TX. They manage $125,100,000 in 485 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $257,938
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Silicon Hills Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Pamela H. Friedman
CRD#: 2709432
8834 N. Capital Of Texas Highway, Suite 200, Austin, TX 78759
103
Wealthminder
score

Pamela Friedman (CRD# 2709432) is an Investment Advisor Representative working at Silicon Hills Wealth Management in Austin, TX and has 25 years of experience in the finance industry. Pamela Friedman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

Pam is also a Certified Divorce Financial AnalystTM (CDFA) and the author of "I Now Pronounce You Financially Fit: How to Protect Money in Marriage and Divorce" published by River Grove Books 12/2015 Available on Amazon at https://www.amazon.com/Now-Pronounce-You-Financially-Fit/dp/1632990687?ie=UTF8&keywords=Pam%20Friedman&qid=1450120433&ref_=sr_1_1&sr=8-1

 

Prior to partnering with Silicon Hills Wealth Management, LLC, Ms. Friedman was on Wall Street in both New York and London structuring and raising capital for both public and private companies. Upon her return to Texas, Ms. Friedman spent six years on the faculty of the Finance Department in the McCombs School of Business at The University of Texas at Austin.

 

Ms. Friedman has been featured in national publications and on- air with U.S. News and World Report, New York Daily News, Self Magazine, ABC News Radio, Daily Finance (AOL), The Maggie Linton Show, MoneyRates.com Estate Planning magazine and the Divorce Financial Analyst Journal.  She is a regular speaker at meetings of the Austin chapter of the Financial Planning Association (FPA), the Capital Area Paralegal Association, and the Austin chapter of Certified Public Accountants (CPA). She is a member of The Collaborative Law Institute of Texas, Austin chapter of Texas Women in Business and alum of the The University of Texas’ BBA and Business Honors Program Alumni Boards.

 

 

 

2
Kevin M. Kaplan
CRD#: 6115456
8834 N. Capital Of Texas Highway, Suite 200, Austin, TX 78759
97
Wealthminder
score

Kevin is a partner at Silicon Hills Wealth Management in Austin and Georgetown, Texas. He helps business owners, executives and individuals design their financial road map and manage their investment portfolio.

 

Kevin was a 20 year veteran of the technology industry. He is also an entrepreneur with experience in fine art galleries, restaurants and real estate. He serves on the board of local charities including the Boys and Girls Club and Georgetown Art Works.

 

3
James A. Werner
CRD#: 2254147
8834 N. Capital Of Texas Highway, Suite 200, Austin, TX 78759
96
Wealthminder
score

James Werner (CRD# 2254147) is an Investment Advisor Representative working at Silicon Hills Wealth Management in Austin, TX and has over 24 years of experience in the finance industry. James Werner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Thomas W. Brown
CRD#: 5781471
8834 N. Capital Of Texas Highway, Suite 200, Austin, TX 78759
93
Wealthminder
score

Thomas Brown (CRD# 5781471) is an Investment Advisor Representative working at Silicon Hills Wealth Management in Austin, TX and has over 6 years of experience in the finance industry.

5
Glenda M. Molina
CRD#: 5556876
8834 N. Capital Of Texas Highway, Suite 200, Austin, TX 78759
93
Wealthminder
score

Glenda Molina (CRD# 5556876) is an Investment Advisor Representative working at Silicon Hills Wealth Management in Austin, TX and has over 7 years of experience in the finance industry.

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