Silverstone Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silverstone Private Wealth provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals and high‑net‑worth clients. Services include ongoing asset management, customized financial plans, and access to third‑party portfolio programs for implementation and reporting.
The firm builds investment programs around each client’s stated goals, time horizon and risk tolerance, using strategic asset allocation and periodic rebalancing and offering both long‑ and short‑term strategies. Account reviews are performed at least quarterly and the firm may implement tax‑aware actions such as tax‑loss harvesting when appropriate; clients can choose discretionary authority or retain approval over each trade.
Distinctive features include operating at a small scale (roughly $1 million in assets across a limited number of client relationships) and an affiliated insurance business run by the firm’s principal that occupies a portion of advisor time and generates commission compensation, a disclosed potential conflict of interest. The firm also makes use of Orion Portfolio Solutions for some accounts, does not vote client proxies, and does not aggregate trades, practices that differ from many peers and can affect execution and reporting options.
Client services
Expertise
Fee options
Financial planning flat fee between $2,000 and $10,000, based on complexity and client needs
Annual advisory fee of no more than 1.75%, negotiable, billed monthly in arrears
Main office
1525 Lakeville Drive, Ste 123
Kingwood TX 77339
Advisors at this office
1
Most active in
Texas
Also doing business as
Silverstone Private Wealth · Silverstone Private Wealth 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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