Svb Wealth Advisory, Inc.

Svb Wealth Advisory, Inc. (CRD# 168116) is a financial advisory firm headquartered in San Francisco, CA. They manage $241,298,533 in 434 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    241
    MILLION
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $555,987
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, CO, CT, GA, MA, NV, NY, OR, SC, UT, WA

Financial Advisors at Svb Wealth Advisory, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Ann M. Lucchesi
CRD#: 1640981
2770 Sand Hill Road, Menlo Park, CA 94025
96
Wealthminder
score

Ann Lucchesi (CRD# 1640981) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 21 years of experience in the finance industry. Ann Lucchesi 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
Sirma M. Tzoutzova
CRD#: 4163102
2770 Sand Hill Road, Menlo Park, CA 94025
96
Wealthminder
score

Sirma Tzoutzova (CRD# 4163102) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 16 years of experience in the finance industry. Sirma Tzoutzova 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
Kelli M. Frostad
CRD#: 1867067
2770 Sand Hill Road, Menlo Park, CA 94025
93
Wealthminder
score

Kelli Frostad (CRD# 1867067) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 21 years of experience in the finance industry.

4
Daniel F. Walker
CRD#: 4515434
2770 Sand Hill Road, Menlo Park, CA 94025
93
Wealthminder
score

Daniel Walker (CRD# 4515434) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 14 years of experience in the finance industry.

5
Lorraine C. Monick
CRD#: 5875810
555 Mission Street, Suite 900, San Francisco, CA 94105
90
Wealthminder
score

Lorraine Monick (CRD# 5875810) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in San Francisco, CA and has 1 year of experience in the finance industry. Lorraine Monick 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.

6
Thomas O'keefe
CRD#: 6515869
2770 Sand Hill Road, Menlo Park, CA 94025
90
Wealthminder
score

Thomas O'keefe (CRD# 6515869) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has 1 year of experience in the finance industry.

7
Jason C. Beacham
CRD#: 6357297
2770 Sand Hill Road, Menlo Park, CA 94025
88
Wealthminder
score

Jason Beacham (CRD# 6357297) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 2 years of experience in the finance industry.

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