SVB WEALTH LLC

SVB WEALTH
BOSTON, Massachusetts·15 registered advisors·CRD# 172832
SEC# 801-8048019617-223-0200
01

Firm Overview

AUM
$6.6B
Regulatory assets under management
Employees
231
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SVB WEALTH LLC

15 registered advisors
Adam Chace Bromley
BOSTON, Massachusetts
Askari J Foy
BOSTON, Massachusetts
Christopher John Parker
BOSTON, Massachusetts
Clayton George Deutsch
BOSTON, Massachusetts
James Cannon Brown
BOSTON, Massachusetts
Lauri Beth London
BOSTON, Massachusetts
Mark Thompson
BOSTON, Massachusetts
Richard Sheridan Jaffe
BOSTON, Massachusetts
Scott William Dell'orfano
BOSTON, Massachusetts
Shannon Leigh Saccocia
BOSTON, Massachusetts
Sullivan J John
BOSTON, Massachusetts
Thomas Kenneth Anderson
BOSTON, Massachusetts
Tobiah A Vincent
BOSTON, Massachusetts
William Irvin Woodson
BOSTON, Massachusetts
William Thomas Oberlies
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
15 advisors

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Data sourced from SEC Form ADV filings. SVB WEALTH LLC (CRD# 172832) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.