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SVB WEALTH
SVB WEALTH LLC
CRD 172832 · SEC 801-80480
53 STATE STREET, 28TH FLOOR, BOSTON, MA, 02109, United States
Phone
6179124485
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.10B
Discretionary AUM
$3.04B
Team
73 total employees; 36 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsPLANNED GIVING, WEALTH PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 494 | $184.2M |
| High net worth individuals | 530 | $2.24B |
| Pension/profit sharing plans | 3 | $23.0M |
| Charitable organizations | 13 | $212.5M |
| Corporations/business entities | 61 | $437.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD