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SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.
CRD 159702 · SEC 801-72972
6050 HELLYER AVE SUITE 150, SAN JOSE, CA, 95138, United States
Phone
408-440-6195
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; NEGOTIATED WITH CLIENT
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 273 | $50.9M |
Official SEC filing: View on IAPD