SILER WEALTH MANAGEMENT

Overview

Siler Wealth Management operates as an independent registered investment adviser that serves both individual and institutional clients. The firm functions as a capital allocator, blending direct equity exposure with outsourced managers for alternative allocations. Its advisory services emphasize financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and client education through seminars and workshops. Fee arrangements are flexible—percentage of assets under management, hourly and fixed fees—allowing for both ongoing advisory relationships and project‑based engagements. Investment positioning leans toward equity‑centric portfolios supplemented by external alternative managers in real estate, commodities and energy (oil & gas). Siler Wealth Management is affiliated with an insurance company, and it is not an active ESG investor. The firm’s operating model is largely consultative: a substantial portion of client assets are managed on a non‑discretionary basis, which suggests a focus on customized planning and client‑approved implementation rather than wholesale discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices