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 $28,654,000 in 106 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6050 Hellyer Ave Suite 150, San Jose, CA 95138
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $270,321
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
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 Smith, financial advisor San Jose CA
Todd A. Smith
CRD#: 2756926
6050 Hellyer Ave Suite 150, San Jose, CA 95138

Todd Smith (CRD# 2756926) is an Investment Advisor Representative working at Silicon Valley Wealth Management Solutions, Inc. in San Jose, CA and has over 27 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.

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