SILBERMAN WEALTH STRATEGIES, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
BRENTWOOD, Tennessee
CRD number
127100
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Silberman Wealth Strategies, Inc. operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm’s stated advisory focus is financial planning rather than portfolio management tied to an in-house capital allocation mandate. Its client billing model centers on hourly and fixed fees rather than asset-based or performance fees. Silberman Wealth Strategies does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MITCH SILBERMAN

    President, CEOCRD 2414904

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BRENTWOOD, TN

WILLIAMSON

Location

BRENTWOOD, TN

Headquartered in BRENTWOOD, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
WILLIAMSON
Address
320 Seven Springs Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth