Silverman + Associates Wealth Management, LLC

Silverman + Associates Wealth Management, LLC (CRD# 157856) is a financial advisory firm headquartered in Tucson, AZ. They manage $15,100,000 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $368,293
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

Financial Advisors at Silverman + Associates Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Silverman
CRD#: 2333409
333 N. Wilmot Road, Suite 340, Tucson, AZ 85711
91
Wealthminder
score
Mark Silverman (CRD# 2333409) is an Investment Advisor Representative working at Silverman + Associates Wealth Management, LLC in Tucson, AZ and has over 21 years of experience in the finance industry. Mark Silverman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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