SILA VALUE ADVISORS, LLC

RIASEC Registered
Total AUM
$2.2M
Discretionary
$1.5M
68% of AUM
Avg account
$550K
Accounts
4
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 70%, Exchange Traded Equities 30%70%
  • Cash & Cash Equivalents70%
  • Exchange Traded Equities30%

Contacts

1 of 1
  • PAVAN NAGPAL

    PresidentCRD 5122197

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth