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SILER WEALTH MANAGEMENT

LONGWOOD, FL · CRD 108682 · IAPD ↗ · silerwealth.com · 407-831-8002

$188.6MRegulatory AUM
5Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
5States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — SILER WEALTH MANAGEMENT notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2026 — SILER WEALTH MANAGEMENT (LONGWOOD, FL) is newly SEC-registered with $168.9M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.