Silicon Valley Wealth Advisors, LLC

Silicon Valley Wealth Advisors, LLC (CRD# 106017) is a financial advisory firm headquartered in San Jose, CA. They manage $310,657,958 in 794 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $391,257
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
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.

AZ, CA, WA

Financial Advisors at Silicon Valley Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Christopher A. Duke
CRD#: 5758549
3190 S. Bascom Avenue, Suite 210, San Jose, CA 95124
96
Wealthminder
score

Christopher Duke (CRD# 5758549) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 8 years of experience in the finance industry. Christopher Duke 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
Linda L. Nebenzahl
CRD#: 4932717
3190 S. Bascom Avenue, Suite 210, San Jose, CA 95124
96
Wealthminder
score

Linda Nebenzahl (CRD# 4932717) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 12 years of experience in the finance industry. Linda Nebenzahl 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.

3
Scott P. Yang
CRD#: 2582775
3190 S. Bascom Avenue, Suite 210, San Jose, CA 95124
96
Wealthminder
score

Scott Yang (CRD# 2582775) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 22 years of experience in the finance industry. Scott Yang 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
Adam J. Gelhausen
CRD#: 6157939
3190 S. Bascom Avenue, Suite 210, San Jose, CA 95124
89
Wealthminder
score

Adam Gelhausen (CRD# 6157939) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 2 years of experience in the finance industry.

5
Robert A. Lopez
CRD#: 6615386
3190 S. Bascom Avenue, Suite 210, San Jose, CA 95124
87
Wealthminder
score

Robert Lopez (CRD# 6615386) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has 1 year of experience in the finance industry.

6
Tracy F. Lasecke
CRD#: 2784045
3190 S. Bascom Avenue, Suite 210, San Jose, CA 95124
66
Wealthminder
score

Tracy Lasecke (CRD# 2784045) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 21 years of experience in the finance industry. Tracy Lasecke 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.

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