Silicon Valley Wealth Management Solutions, Inc.

Overview

Silicon Valley Wealth Management Solutions, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm bills through a mix of percentage-of-AUM, hourly, fixed-fee, and other fee arrangements rather than relying on commission-based brokerage. The firm reports it is not an active ESG investor and is not organized as a multi-state adviser. Although the firm is not identified as a capital allocator, its disclosures show the use of external managers for certain alternative strategies. The client base is focused on individuals and families rather than institutions or a large number of pooled-capital mandates.

Assets & Accounts

Investments & Alternatives