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SILVIA MCCOLL WEALTH MANAGEMENT, LLC
CRD 295339 · SEC 801-113331
600 W BROADWAY, SUITE 700, SAN DIEGO, CA, 92101, United States
Phone
(619) 637-9920
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$283.4M
Discretionary AUM
$278.8M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $25.0M |
| High net worth individuals | 59 | $247.1M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD