Silverman + Associates Wealth Management, LLC

Silverman + Associates Wealth Management, LLC (CRD# 157856) is a financial advisory firm headquartered in Tucson, AZ. They manage $84,212,150 in 281 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
333 N. Wilmot Road, Suite 340, Tucson, AZ 85711
https://www.silverman-associates.com
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $299,687
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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, financial advisor Tucson AZ
Mark Silverman
CRD#: 2333409
333 N. Wilmot Road, Suite 340, Tucson, AZ 85711

Mark Silverman (CRD# 2333409) is an Investment Advisor Representative working at Silverman + Associates Wealth Management, LLC in Tucson, AZ and has over 23 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.

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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