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 22 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 15 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 9 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 18 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 2 years of experience in the finance industry.

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