Silicon Private Wealth, LLC

Silicon Private Wealth, LLC (CRD# 284145) is a financial advisory firm headquartered in , . They manage $14,875,983 in 56 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $265,643
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
  • Selection of other advisers (including private fund managers)
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.

CA, FL

Financial Advisors at Silicon Private Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Patricia G. Williams
CRD#: 1596390
Fremont, CA
96
Wealthminder
score

Patricia Williams (CRD# 1596390) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in Fremont, CA and has over 31 years of experience in the finance industry. Patricia Williams 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.

2
Joseph D. Haley
CRD#: 6133632
Fremont, CA
93
Wealthminder
score

Joseph Haley (CRD# 6133632) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in Fremont, CA and has over 5 years of experience in the finance industry.

3
Richard C. Mordesovich
CRD#: 2342709
500 Washington St, Ste. 325, San Francisco, CA 94111
93
Wealthminder
score

Richard Mordesovich (CRD# 2342709) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.

4
Calum J. Cunningham
CRD#: 6677813
Fremont, CA
88
Wealthminder
score

Calum Cunningham (CRD# 6677813) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in Fremont, CA and has 1 year of experience in the finance industry.

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