Adviser Profile
| As of Date | 03/27/2021 |
| Registration status | Registration Changed to SILICON PRIVATE WEALTH, LLC |
| ADV Location | FREMONT, CA, United States |
| AUM* | 70,015,909 |
| of that, discretionary | 3,023,397 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,889,773 |
| % High Net Worth | 62.16% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
70M
60M
50M
40M
30M
20M
10M
2020
2021
Private Funds
No private funds