SILVIA MCCOLL WEALTH MANAGEMENT, LLC

Overview

Silvia Mccoll Wealth Management, LLC is an independent registered investment adviser focused on serving individual and family clients. Registered with the SEC since 2018 and owned by Silvia Mccoll, the firm combines fee-for-service planning with discretionary portfolio management for individuals and small businesses, and it also offers pension consulting services. Its billing mix includes a percentage of AUM, hourly charges and fixed fees, allowing flexibility for different client needs. Investment strategy centers on public funds and ETFs as the core holdings, supplemented by selectively sourced alternative strategies through third‑party managers. The firm is not a capital allocator in the sense of running pooled funds itself; instead it accesses private equity, venture capital, hedge funds, private credit, private placements and real estate exposures from external managers to expand return and diversification opportunities for wealthier clients. Portfolios appear to use a core-satellite approach: mutual funds and ETFs form the stable core while alternatives are added for targeted growth, income or downside management. The adviser does not identify as an active ESG investor and operates primarily under discretionary authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices