| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Ciliano Control | Chief Investment Officer | Under 5% | 2023 |
| David Lee Biliter Control | President | Under 5% | 2023 |
| Eraine Johnson Parker Control | Interim Chief Compliance Officer | Under 5% | 2025 |
Svb Wealth LLC reports $5 billion in regulatory assets under management on its Form ADV.
Svb Wealth LLC reports 85 employees.
Svb Wealth LLC is based in Boston, MA and has been SEC-registered since 2014.
Svb Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 53 State Street, 28th Floor, Boston, MA 02109 |
| Phone | 6179124485 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1626116 |
| Discloses disciplinary history | Yes |
| Discretionary | $4.91B |
| Non-discretionary | $76.5M |
| Total (RAUM) | $4.98B |