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Silicon Private Wealth, LLC

● SEC registered since 2024CRD 284145SEC# 801-129958
Export (members)
Reg. AUM
$150.6M
Employees
4
Accounts
325
Location

Silicon Private Wealth, LLC assets under management

Silicon Private Wealth, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $150.6 million in regulatory assets under management and employs 4 people.

Silicon Private Wealth, LLC owners & executives

4 reported
NameTitleOwnershipSince
Calum John Cunningham ControlChief Operating Officer/Chief Compliance Officer25-50%2016
Patricia Gail Williams ControlChief Executive Officer25-50%2016
Peter Coe VerbicaManaging Director5-10%2024
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Frequently asked questions

How much does Silicon Private Wealth, LLC manage?

Silicon Private Wealth, LLC reports $150.6 million in regulatory assets under management on its Form ADV.

How many employees does Silicon Private Wealth, LLC have?

Silicon Private Wealth, LLC reports 4 employees.

Does Silicon Private Wealth, LLC disclose fund performance?

Silicon Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone408-645-6790
Fax408-645-7786
Office hours7:00 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.9M
Non-discretionary$147.7M
Total (RAUM)$150.6M