Silicon Valley Wealth Management Solutions, Inc.

Silicon Valley Wealth Management Solutions, Inc. (CRD# 159702) is a financial advisory firm headquartered in San Jose, CA. They manage $8,880,081 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $170,771
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
  • 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.

CA

Financial Advisors at Silicon Valley Wealth Management Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Todd A. Smith
CRD#: 2756926
4229 Chaboya Ct., San Jose, CA 95148
98
Wealthminder
score

Todd Smith (CRD# 2756926) is an Investment Advisor Representative working at Silicon Valley Wealth Management Solutions, Inc. in San Jose, CA and has over 20 years of experience in the finance industry.

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