Silveria Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silveria Wealth Group, LLC provides fee-only fiduciary financial planning and investment management to individuals and high-net-worth households, business owners, trusts, estates, charitable organizations, and qualified retirement plans. The firm offers ongoing discretionary wealth management alongside standalone financial planning and limited-scope, one-time project engagements.
The firm uses a documented, systematic approach centered on a client-specific Financial Strategy Statement to guide asset allocation, tax-aware asset location, and disciplined rebalancing. Portfolios are implemented mainly through factor-based ETFs, mutual funds, and individual securities, with third-party managers or model portfolios used only in limited circumstances when they better serve a client’s strategy.
Distinctive features include the principal’s formal exit-planning credential and prior experience in private equity, corporate treasury, and fractional CFO roles, which inform the firm’s work with business-owner clients and succession planning considerations. The firm has standardized its service offerings into three engagement types and discloses a structured process for selecting and monitoring any sub-advisers to ensure alignment with each client’s Financial Strategy Statement.
Client services
Expertise
Occupation focus
Fee options
Flat annual fee for Standalone Financial Planning services (amount per client agreement) and fixed fees for One-Time Project Engagements with deposit and balance payment
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.56% $10,000,001+: 0.42%
$500 per hour for Standalone Financial Planning hourly consultations
Account minimum: $10,000 minimum annual fee (subject to waiver at SWG's discretion) Minimum fee: $10,000 minimum annual fee per household for Comprehensive Wealth Management (subject to waiver) Fee-only: Fee-only fiduciary advisor; does not accept commissions or third party compensation.
Main office
217 South 11th St.
Boise ID 83702
Advisors at this office
1
Most active in
Idaho
Also doing business as
Mindful Wealth Advisory · Mindful Wealth Advisory, LLC · Silveria Wealth Group, 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 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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