Siler Wealth Management
Firm details
- Headquarters
- Longwood, Florida
- CRD number
- 108682
- Registered since
- January 12, 2026
- Website
- stockdr.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.64%
- HNWI42.58%
- Pension & Profit Sharing Plans2.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Siler Wealth Management is an independent, privately owned registered investment adviser organized as a corporation. The firm identifies as a capital allocator and serves both individual and family clients as well as institutional accounts. Its advisory services span comprehensive financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and educational workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not position itself as an ESG investor and reports affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities65%
- Public Funds/Mutual Funds15%
- Non-Exchange Traded Equities5%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
2 of 2
Nikki Ward
COOCRD 6999207
Lee Siler
President, CEOCRD 1832058
Contacts
3 of 4Patricia Button
SecretaryCRD 4647096
Dagean Larsen
Investment Advisor RepresentativeCRD 7203632
Chad Vergason
Director of InsuranceCRD 7010713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Longwood, FL
Seminole
Location
Longwood, FL
Headquartered in Longwood, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Seminole
- Address
- 100 Crown Oak Centre Dr
- Time zone
- ET (UTC-5)
- Office locations
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