SILICON VALLEY WEALTH ADVISORS, LLC

SAN JOSE, California·5 registered advisors·CRD# 106017
SEC# 801-418921408-688-0888
01

Firm Overview

AUM
$329M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SILICON VALLEY WEALTH ADVISORS, LLC

5 registered advisors
Christopher Allen Duke
SAN JOSE, California
Curtis Leslie Weil
CAMPBELL, California
James Frederick Karel
SAN JOSE, California
Randall Scott Ponder
SAN JOSE, California
Tracy Frank Lasecke
SAN JOSE, California
05

Office Locations

SAN JOSE, California
4 advisors
CAMPBELL, California
1 advisor

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Data sourced from SEC Form ADV filings. SILICON VALLEY WEALTH ADVISORS, LLC (CRD# 106017) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.