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, LLC provides investment advisory and financial planning services to individual and high‑net‑worth clients, managing approximately $177.8 million in client assets across about 83 relationships. The firm advises on a range of investments—including mutual funds, equities, fixed income, real estate funds, private placements and annuities—and may refer clients to third‑party advisers as part of its service offering. The firm documents client objectives in individualized Investment Policy Statements and may implement model portfolios; it offers both discretionary and non‑discretionary management, with roughly $171.1 million reported as non‑discretionary versus $6.7 million discretionary. Silicon Private Wealth uses multiple analysis methods (fundamental, quantitative, technical and others) and, when appropriate, employs strategies such as options, margin and short‑term tactical instruments including inverse and volatility‑based ETFs. A distinguishing feature is the firm’s outside business activities: a principal is a licensed real‑estate broker with ownership in a real‑estate holding company, and other principals act as registered representatives and licensed insurance agents, which results in occasional commission income and fee‑sharing arrangements with third‑party advisers. The firm also requires clients to use a specific broker‑dealer for execution and custody, a practice disclosed in its brochure and one that can affect trade execution and potential conflicts of interest.

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.