A complete list of active advisors currently associated with Silicon Private Wealth, LLC

Warmer can help you find a great advisor at Silicon Private Wealth, LLC or one who fits your needs even better.

Silicon Private Wealth is a registered investment adviser that works primarily with individual and high‑net‑worth clients, offering ongoing portfolio management, financial planning, and the selection of third‑party advisers. The firm creates individualized Investment Policy Statements and may use model portfolios to align asset allocation, risk tolerance, and client‑imposed restrictions with each client’s objectives. The firm employs a mix of analytical approaches—fundamental, quantitative, technical, charting and modern portfolio theory—and implements both long‑ and short‑term strategies, including options, margin, short sales and tactical use of inverse or volatility‑based ETFs (clients are asked to acknowledge those strategies). Silicon Private Wealth provides both discretionary and non‑discretionary management, and, unusually for similar team firms, a substantial portion of its assets are managed on a non‑discretionary basis, with documented policies for fair allocation of limited investment opportunities. Silicon Private Wealth differs from many peers in that several principals maintain outside financial industry roles and business interests: registered representative and insurance activities, an affiliated real estate brokerage relationship and ownership interests in private real estate, plus participation in private equity investments. The firm discloses these outside activities and the potential conflicts they create, directs some clients to third‑party advisers on a fee‑share basis, and states clients are under no obligation to use affiliated services.

To learn more about the advisors currently working at Silicon Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.