Silverhaven Strategic Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silverhaven Strategic Wealth provides discretionary portfolio management and related financial consulting and estate-planning coordination to individuals, families, trusts, estates, and related entities. The firm charges asset-based advisory fees and offers ongoing services including portfolio construction, security selection, monitoring, and periodic rebalancing.
The firm describes a disciplined, goal‑oriented investment process that can emphasize long‑term capital appreciation, capital preservation, income generation, or combinations of these objectives, using diversified allocations of ETFs, mutual funds, individual securities, fixed income, and cash equivalents. In certain client accounts the firm may implement listed options strategies (e.g., covered calls or protective puts) for hedging, income generation, or tactical positioning, but only for accounts approved for options trading by the custodian and for clients who accept the additional risks.
A distinctive feature disclosed in the brochure is that the firm’s managing member is a licensed attorney who also practices at an external law firm; legal services, when provided, are separate from and not bundled with the advisory relationship and are offered under separate agreements. The firm is newly formed and had no assets under management at the time of its initial filing, and it requires custodial relationships (typically with Charles Schwab) for discretionary accounts while not taking custody of client assets or voting client proxies.
Client services
Expertise
Fee options
$0 - $3,500,000: 1.25% $3,500,001 - $7,000,000: 1.00% $7,000,001 - $10,000,000: 0.80% $10,000,001+: 0.60%
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Silverhaven · Silverhaven Strategic Wealth, LLC · Silverhaven Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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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