SILICON PRIVATE WEALTH, LLC
Adviser information for SILICON PRIVATE WEALTH, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 13 | $1.3M |
Non-Discretionary | 259 | $116.0M |
Total | 272 | $117.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 38 | $15.3M |
HNW Individuals | 39 | $94.6M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 5 | $2.6M |
Charitable organizations | <5 | $4.5M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $257,414 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed feesCommissions |
Identifiers
SEC RIA File Number | 801-129958 |
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SEC ERA File Number | 801-129958 |
SEC CIK Numbers | None |
SEC CRD Numbers | 284145 |
Legal Entity Identifier | None |
Principal Office
48883 CROWN RIDGE COMMONFREMONT
CA
United States
Monday - Friday, 7:00 AM - 4:00 PM
Tel: 408-645-6790, Fax: 408-645-7786
Websites
Chief Compliance Officer
CALUM JOHN CUNNINGHAM
COO
48883 CROWN RIDGE COMMON
FREMONT
CA
United States
Tel:
408-645-6791
Fax:
408-645-7786
C**********@***********************M
(Full email address available in API data)
Regulatory Contact
PATRICIA GAIL WILLIAMS
CEO
48883 CROWN RIDGE CMN
FREMONT
CA
United States
Tel:
408-645-6790
Fax:
408-645-7786
P**@***********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WILLIAMS, PATRICIA, GAIL | Individual | – | CHIEF EXECUTIVE OFFICER | 04/2016 | 25-50% |
CUNNINGHAM, CALUM, JOHN | Individual | – | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | 04/2016 | 25-50% |
SMITH, SCOTT, TAYLOR | Individual | – | PASSIVE OWNER, MANAGING DIRECTOR | 08/2018 | 25-50% |
Verbica, Peter, Coe | Individual | – | MANAGING DIRECTOR | 01/2024 | 5-10% |