SILVERIA WEALTH GROUP, LLC

Overview

Silveria Wealth Group, LLC operates as a small advisory practice focused on financial planning and portfolio management for individuals and small businesses. Investment activity is concentrated in pooled public funds—chiefly mutual funds—rather than direct security selection, which suggests the firm builds client exposure primarily through third‑party fund managers and model portfolios. The adviser reports a fee mix that includes percentage-of-AUM fees, fixed fees and other fee arrangements. It does not identify as an active ESG investor and is not operating as a multi‑state adviser. Given the scale of assets, the firm appears to position itself as a boutique advisory office that outsources investment implementation to external fund managers and solutions providers rather than running extensive in‑house trading or security research. Advisory services emphasize discretionary management, with the adviser reporting full discretion over client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices