Silveria Wealth Group, LLC
Firm details
- Headquarters
- Boise, Idaho
- CRD number
- 337591
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Silveria Wealth Group, LLC is a small, owner-operated limited liability advisory firm registered in Idaho. The firm’s reported advisory focus is on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM component, fixed fees, and other fee types. Filings indicate the firm does not position itself as an ESG-focused advisor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents11%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boise, ID
Ada
Location
Boise, ID
Headquartered in Boise, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 106 N 6th St
- Time zone
- MT (UTC-7)
- Office locations
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