Silvia McColl Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silvia McColl Wealth Management provides discretionary investment management, financial planning, retirement plan consulting and general financial consulting to individuals (including high-net-worth clients), retirement plans, foundations, charities and businesses. The firm reports roughly $283 million in assets under management across about 110 client relationships and delivers both investment management and one‑time or ongoing planning engagements.
The firm’s process begins with an in‑depth discovery of a client’s objectives, risk tolerance and financial circumstances, then applies diversified model-based portfolio management and individualized customization as needed. SMWM describes using ten basic model portfolios (five for qualified accounts and five for non‑qualified accounts), applies fundamental and cyclical analysis, and conducts additional due diligence (including issuer materials and onsite visits) when recommending private or alternative investments.
What is relatively distinctive for a firm of this size is that it ties its model portfolio program to hypothetical performance in its marketing materials, producing model results that prospective clients can review alongside the firm’s services. Other noteworthy attributes include the firm’s explicit readiness to serve retirement plans on an ERISA 3(21) or 3(38) fiduciary basis and its policy of leaving proxy‑voting decisions with clients rather than voting proxies on their behalf.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally range from $5,000 to $15,000, charged as one-time or ongoing fees depending on scope and complexity
$0 - $999,999: 1.50% annually $1,000,000 - $2,999,999: 1.00% annually $3,000,000 - $4,999,999: 0.85% annually $5,000,000+: 0.65% annually
$400 per hour, billed monthly in arrears
Account minimum: $750,000
Main office
600 W Broadway, Suite 700
San Diego CA 92101
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Silvia Mccoll Wealth Management LLC · Silvia Mccoll 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 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.
Quick links
Advisors at this firm
Brandon S
CFP®, Series 66
San Diego, CA
Silvia McColl Wealth Management, LLC
Brandon Silvia is a CFP® and holds a Series 66 license with 12 years of industry experience. He is a founding advisor at Silvia McColl Wealth Management, LLC, where he has worked since 2018. Prior to that, he held roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he is a managing member of Moonshot Ventures, LLC, a private investment entity. Silvia McColl Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, retirement plans, foundations, charities, and businesses. The firm uses diversified model-based portfolios combined with individualized customization and serves approximately 110 client relationships with around $283 million in assets under management.
William M
CFP®, Series 63, Series 65
San Diego, CA
Silvia McColl Wealth Management, LLC
William Mccoll is a CFP® with 36 years of industry experience, currently serving at Silvia McColl Wealth Management, LLC since 2018. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves as chairman of the board for Community Eldercare San Diego, a health maintenance organization for seniors, and is vice president of the Patrick Henry High School Alumni Association, where he is involved in fundraising and scholarship efforts. Silvia McColl Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, retirement plans, foundations, charities, and businesses. The firm employs a model-based portfolio approach combined with individual customization and serves approximately 110 client relationships with about $283 million in assets under management.
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