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SILICON PRIVATE WEALTH, LLC

· CRD 284145 · IAPD ↗ · siliconprivatewealth.com · 408-645-6790

$177.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — SILICON PRIVATE WEALTH, LLC reported RAUM up 28% ($117.3M -> $150.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — SILICON PRIVATE WEALTH, LLC (location n/a) is newly SEC-registered with $117.3M RAUM and 4 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.