SILVERHAVEN STRATEGIC WEALTH, LLC

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

Firm details

Headquarters
NEW BRAUNFELS, Texas
CRD number
340335
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Levi Baker

    FSACRD 7467585

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth