AdvisorCensus / Financial advisors / Silicon Private Wealth, LLC
Silicon Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.
Quick answers
From the filingHow is Silicon Private Wealth, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Silicon Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.
How much does Silicon Private Wealth, LLC charge?
Its Form ADV Part 2A brochure dated July 24, 2026 states: Flat fee: $5,000 to $10,000 (creating client financial plans); Hourly rate: $350 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Silicon Private Wealth, LLC registered with the SEC or a state?
Silicon Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 284145.
How much does Silicon Private Wealth, LLC manage?
Silicon Private Wealth, LLC reports $177,811,109 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (4% discretionary).
How have Silicon Private Wealth, LLC's assets and staff changed since 2024?
In the Form ADV data for Silicon Private Wealth, LLC: Regulatory assets under management: $117,319,941 in the October 2024 data and $177,811,109 in the October 2026 data, up 52%. Total employees: 4 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Silicon Private Wealth, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (47); individuals (other than high net worth individuals) (36); pension and profit sharing plans (but not the plan participants or government pension plans) (3).
Which custodians does Silicon Private Wealth, LLC use?
Silicon Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Silicon Private Wealth, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284145
Does Silicon Private Wealth, LLC state an account minimum?
Its Form ADV Part 2A brochure dated July 24, 2026 says: "There is an account minimum of $1,000,000 which may be waived by SPWL in its discretion."
What changed in Silicon Private Wealth, LLC's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $150,584,750 to $177,811,109 (+18%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is an account minimum of $1,000,000 which may be waived by SPWL in its discretion.
Flat fee: $5,000 to $10,000 (creating client financial plans)
The brochure's wording
Fixed Fees: The negotiated fixed rate for creating client financial plans is $5,000 - $10,000.
Hourly rate: $350 an hour
The brochure's wording
Hourly Fees: The hourly fee for these services is $350.
As stated in the firm's Form ADV Part 2A brochure dated July 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$177,811,109 as of October 2026, filing dated July 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $177,811,109 | 4 | July 24, 2026 |
| October 2025 | $150,584,750 | 4 | April 25, 2025 |
| October 2024 | $117,319,941 | 4 | May 8, 2024 |
Regulatory assets under management: $117,319,941 in the October 2024 data and $177,811,109 in the October 2026 data, up 52%.
Total employees: 4 in October 2024 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $150,584,750 to $177,811,109 (+18%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Silicon Private Wealth, LLC (CRD 284145): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/silicon-private-wealth-llc-284145