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Silvia McColl Wealth Management, LLC

● SEC registered since 2018CRD 295339SEC# 801-113331San Diego, CA
Export (members)
Reg. AUM
$258.3M
Employees
2
Accounts
363
Location
San Diego, CA

Silvia McColl Wealth Management, LLC assets under management

Silvia McColl Wealth Management, LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2018. It reports $258.3 million in regulatory assets under management and employs 2 people.

Silvia McColl Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brandon Glenn Silvia ControlManaging Partner And Chief Compliance Officer50-75%2018
William Gregory McColl ControlManaging Partner50-75%2018

Frequently asked questions

How much does Silvia McColl Wealth Management, LLC manage?

Silvia McColl Wealth Management, LLC reports $258.3 million in regulatory assets under management on its Form ADV.

How many employees does Silvia McColl Wealth Management, LLC have?

Silvia McColl Wealth Management, LLC reports 2 employees.

Where is Silvia McColl Wealth Management, LLC located?

Silvia McColl Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2018.

Does Silvia McColl Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address600 W Broadway, Suite 2625, San Diego, CA 92101
Phone(619) 637-9920
Office hours7:30 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$253.7M
Non-discretionary$4.6M
Total (RAUM)$258.3M