# Siler Wealth Management

> Siler Wealth Management is an SEC-registered investment advisory firm in Longwood, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 108682
- Filed as: SILER WEALTH MANAGEMENT
- Legal name: SDR Investment Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Longwood, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108682
- AdvisorCensus page: https://advisorcensus.com/firm/siler-wealth-management-longwood-fl-108682

## Quick answers

**How is Siler Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Siler Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Siler Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $199 (Individual Will); Hourly rate: $300 an hour (Estate planning services); Hourly rate: $250 an hour (Social Security consulting and analysis services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Siler Wealth Management located?**
Siler Wealth Management's principal office is in Longwood, FL, according to its Form ADV.

**Is Siler Wealth Management registered with the SEC or a state?**
Siler Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 108682.

**How much does Siler Wealth Management manage?**
Siler Wealth Management reports $188,567,348 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (4% discretionary).

**What types of clients does Siler Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (601); high net worth individuals (54); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Siler Wealth Management use?**
Siler Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Siler Wealth Management report any disciplinary disclosures?**
Reports 5 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108682

**What changed in Siler Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $168,934,505 to $188,567,348 (+12%). Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Flat fee: $199 (Individual Will)

> The flat fee schedule for Estate Planning Services is as follows: • Individual Will – $199

- Hourly rate: $300 an hour (Estate planning services)

> Estate planning services are billed at $300 per hour.

- Hourly rate: $250 an hour (Social Security consulting and analysis services)

> These services are billed separately at $250 per hour and are independent of ongoing advisory or financial planning fees.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $188,567,348
- Discretionary: $7,087,798
- Non-discretionary: $181,479,550

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 601 | $103,042,139 |
| High net worth individuals | 54 | $80,287,381 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $5,237,828 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, NY, TX
- Disclosures (Item 11): Reports 5 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108682

### Websites listed on Form ADV (Item 1.I)
- silerwealth.com
- stockdr.com

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $168,934,505 to $188,567,348 (+12%).
- Registered or notice-filed in NC.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Siler Wealth Management (CRD 108682): Form ADV filing data as of October 2026.