SILA VALUE ADVISORS, LLC
Firm details
- Headquarters
- MANHATTAN BEACH, California
- CRD number
- 150760
- Fee structure
- Percentage of AUM
- Client types
- Individuals68.18%
- HNWI31.82%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sila Value Advisors, LLC is a small, owner-operated limited liability company that provides fee-based portfolio management primarily to individuals and families. The firm’s offering centers on discretionary advisory relationships for individual and small business clients, charging a percentage of assets under management. The snapshot filing classifies the adviser as unclassified and indicates it does not operate as a capital allocator, pension consultant, or related adviser. The firm does not identify as an active ESG investor and is not listed as a multistate or newly formed adviser. The business model and registration details point to a boutique, client-focused practice rather than a multi-office institutional platform. With an individual owner and a narrow client base, Sila Value Advisors appears positioned to deliver hands-on wealth management and personalized service rather than broad institutional product distribution.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents70%
- Exchange Traded Equities30%
Contacts
1 of 1PAVAN NAGPAL
PresidentCRD 5122197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MANHATTAN BEACH, CA
LOS ANGELES
Location
MANHATTAN BEACH, CA
Headquartered in MANHATTAN BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 1710 8th St
- Time zone
- PT (UTC-8)
- Office locations
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