Svb Wealth

Svb Wealth (CRD# 172832) is a financial advisory firm headquartered in Boston, MA. They manage $6,630,165,968 in 4,835 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
53 State Street, 28th Floor, Boston, MA 02109
https://www.svb.com/private-bank/wealth-management
By the Numbers
  • Total Assets Under Management
    6,630
    MILLION
  • Total Number of Accounts
    4,835
    ACCOUNTS
  • Average Account Value
    $1,371,286
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Svb Wealth
Showing 81 - 85 of 85 top financial advisors.
81
Olivia Van Amsterdam, financial advisor Boston MA
Olivia K. Van Amsterdam
CRD#: 7630809
53 State Street, 28th Floor, Boston, MA 02109

Olivia Van Amsterdam (CRD# 7630809) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has 1 year of experience in the finance industry.

82
Andrew Vrachimis, financial advisor New York NY
Andrew Vrachimis
CRD#: 7320210
11 West 42nd Street, 13th Floor, New York, NY 10036

Andrew Vrachimis (CRD# 7320210) is an Investment Advisor Representative working at Svb Wealth in New York, NY and has over 3 years of experience in the finance industry.

83
Arend Warmerdam, financial advisor San Francisco CA
Arend J. Warmerdam
CRD#: 7296698
222 2nd Street, 18th Floor, San Francisco, CA 94105

Arend Warmerdam (CRD# 7296698) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 3 years of experience in the finance industry.

84
Lana Xiao, financial advisor San Francisco CA
Lana Xiao
CRD#: 6602908
222 2nd Street, 18th Floor, San Francisco, CA 94105

Lana Xiao (CRD# 6602908) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 2 years of experience in the finance industry.

85
Winifred Yam, financial advisor San Francisco CA
Winifred W. Yam
CRD#: 7447911
222 2nd Street, 18th Floor, San Francisco, CA 94105

Winifred Yam (CRD# 7447911) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has 1 year of experience in the finance industry.

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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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