Silveria Wealth Group, LLC

Silveria Wealth Group provides systematic investment management, wealth advisory, and a standalone financial assessment to a mix of clients including individuals and families, charitable organizations, business owners, trusts, and retirement plans. Although classified primarily as an investment manager for pooled or institutional assets, the firm also accepts individual households — including both non‑high‑net‑worth and high‑net‑worth clients — a client mix that is less common for firms in this category.

The firm’s methodology is built around a Roles & Rules (RIGOR) framework that assigns each dollar to one of five functional roles (Reserves, Income, Growth, Offsets, Real Assets) and governs those roles with documented, data‑driven operating rules such as rebalancing thresholds and yield‑conditional allocation triggers. Portfolios are implemented using factor‑based ETFs and individual securities with the option to integrate private market allocations for qualified clients, and the firm discloses specific risks tied to trend‑following offsets, long‑duration Treasury sensitivity, and commodity/real‑asset volatility.

Noteworthy features include a deliberately decoupled service model that allows standalone investment management separate from wealth advisory while coordinating illiquid assets under wealth advisory without charging an AUM fee on those illiquid holdings. The firm also offers a one‑time diagnostic engagement to evaluate the structural integrity of a client’s financial system and emphasizes behavioral controls through formal rules to limit subjective decision‑making.