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SILVER ADVISORS, LLC

NEW YORK, NY · CRD 291109 · IAPD ↗ · (646) 531-5313

$71.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — SILVER ADVISORS, LLC reported RAUM up 28% ($56.1M -> $71.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2024 — SILVER ADVISORS, LLC reported RAUM up 60% ($42.5M -> $68.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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