Silicon Valley Wealth Management Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silicon Valley Wealth Management Solutions, Inc. provides investment advisory and portfolio management services through a single-advisor model, reporting approximately $50.95 million in assets under management across roughly 273 clients. The firm’s brochure indicates it offers ongoing wealth management and portfolio oversight consistent with a traditional advisory practice.
The firm’s sole advisor also serves as the president and chief compliance officer and discloses the ability to offer insurance products, noting that such sales may generate commissions and that clients are under no obligation to purchase them. The brochure states the advisor will place client interests ahead of his own and adhere to the firm’s Code of Ethics; it also discloses that there is no internal supervision over the advisor’s activities.
Distinctive aspects of the firm include an unusually high client load per advisor and a business background that lists prior roles at broker-dealer affiliated firms, together with the advisor’s insurance-licensing activity—an operational mix that is less common among independent solo advisers. These features, along with the firm’s reliance on internal disclosure and policies rather than internal supervisory personnel, shape its compliance and conflict-management profile compared with many peers.
Client services
Expertise
Fee options
Receives normal and customary commissions from insurance product sales.
Main office
6050 Hellyer Ave Suite 150
San Jose CA 95138
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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