Silversage Advisors

Silversage Advisors (CRD# 125820) is a financial advisory firm headquartered in Irvine, CA. They manage $198,000,000 in 662 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    662
    ACCOUNTS
  • Average Account Value
    $299,094
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, CO, LA, NV, TX

Financial Advisors at Silversage Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey M. Garell
CRD#: 1617521
19200 Von Karman Ave, Suite 370, Irvine, CA 92612
96
Wealthminder
score

Jeffrey Garell (CRD# 1617521) is an Investment Advisor Representative working at Silversage Advisors in Irvine, CA and has over 23 years of experience in the finance industry. Jeffrey Garell 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
Daniel D. Sands
CRD#: 2664939
19200 Von Karman Ave, Suite 370, Irvine, CA 92612
96
Wealthminder
score

Daniel Sands (CRD# 2664939) is an Investment Advisor Representative working at Silversage Advisors in Irvine, CA and has over 16 years of experience in the finance industry. Daniel Sands 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
Jacqueline E. Garcia-Evans
CRD#: 2538158
19200 Von Karman Avenue,, Suite 370, Irvine, CA 92612
93
Wealthminder
score

Jacqueline Garcia-Evans (CRD# 2538158) is an Investment Advisor Representative working at Silversage Advisors in Irvine, CA and has over 10 years of experience in the finance industry.

4
Aryn P. Sands
CRD#: 2885607
19200 Von Karman Avenue,, Suite 370, Irvine, CA 92612
93
Wealthminder
score

Aryn Sands (CRD# 2885607) is an Investment Advisor Representative working at Silversage Advisors in Irvine, CA and has over 19 years of experience in the finance industry.

5
Yuhsin Wang
CRD#: 6320322
19200 Von Karman Avenue,, Suite 370, Irvine, CA 92612
88
Wealthminder
score

Yuhsin Wang (CRD# 6320322) is an Investment Advisor Representative working at Silversage Advisors in Irvine, CA and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.