Silicon Valley Wealth Advisors, LLC

Silicon Valley Wealth Advisors, LLC (CRD# 106017) is a financial advisory firm headquartered in San Jose, CA. They manage $479,396,986 in 1,094 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    479
    MILLION
  • Total Number of Accounts
    1,094
    ACCOUNTS
  • Average Account Value
    $438,206
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 - 4 of 4 top financial advisors.
1
Tracy F. Lasecke
CRD#: 2784045
3190 S. Bascom Avenue, Suite 210, San Jose, CA 95124

Tracy Lasecke (CRD# 2784045) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 25 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.

2
Linda L. Nebenzahl
CRD#: 4932717
3190 S. Bascom Avenue, Suite 210, San Jose, CA 95124

Linda Nebenzahl (CRD# 4932717) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 16 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
Randall S. Ponder
CRD#: 1898706
3190 S. Bascom Avenue, Suite 210, San Jose, CA 95124

Randall Ponder (CRD# 1898706) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 30 years of experience in the finance industry. Randall Ponder 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
Scott P. Yang
CRD#: 2582775
3190 S. Bascom Avenue, Suite 210, San Jose, CA 95124

Scott Yang (CRD# 2582775) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 26 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.

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