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SILICON VALLEY RETIREMENT SERVICES, LLC

SAN JOSE, CA · CRD 154756 · IAPD ↗ · svretirementservices.com · 408-572-5572

$1.40BRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
March 2025 — SILICON VALLEY RETIREMENT SERVICES, LLC crossed $1B in regulatory AUM ($944.3M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
March 2024 — SILICON VALLEY RETIREMENT SERVICES, LLC reported RAUM up 35% ($698.3M -> $944.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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