Silicon Private Wealth, LLC

Silicon Private Wealth, LLC (CRD# 284145) is a financial advisory firm headquartered in , . They manage $117,319,941 in 272 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.siliconprivatewealth.com
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $431,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Silicon Private Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Calum Cunningham, financial advisor Fremont CA
Calum J. Cunningham
CRD#: 6677813
Fremont, CA

Calum Cunningham (CRD# 6677813) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in Fremont, CA and has over 7 years of experience in the finance industry.

2
Scott Smith, financial advisor San Francisco CA
Scott T. Smith
CRD#: 2909659
500 Washington St, Suite 325, San Francisco, CA 94111

Scott Smith (CRD# 2909659) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

3
Peter Verbica, financial advisor Fremont CA
Peter C. Verbica
CRD#: 1225961
Fremont, CA

Peter Verbica (CRD# 1225961) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in Fremont, CA and has over 26 years of experience in the finance industry.

4
Patricia Williams, financial advisor Fremont CA
Patricia G. Williams
CRD#: 1596390
Fremont, CA

Patricia Williams (CRD# 1596390) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in Fremont, CA and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals