SILVERHAVEN STRATEGIC WEALTH, LLC
Firm details
- Headquarters
- NEW BRAUNFELS, Texas
- CRD number
- 340335
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Silverhaven Strategic Wealth, LLC is organized as a limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm charges fees as a percentage of assets under management. FINTRX flags the firm as unclassified, does not list an SEC registration year, and indicates it is not a capital allocator, not an active ESG investor, not a multistate adviser, and not a pension consultant. An industry affiliation with a law firm is noted in the record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Levi Baker
FSACRD 7467585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW BRAUNFELS, TX
COMAL
Location
NEW BRAUNFELS, TX
Headquartered in NEW BRAUNFELS, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- COMAL
- Address
- 2052 Stephanie Ave
- Time zone
- CT (UTC-6)
- Office locations
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