# 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.

- CRD: 284145
- Filed as: SILICON PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284145
- AdvisorCensus page: https://advisorcensus.com/firm/silicon-private-wealth-llc-284145

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated July 24, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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)

> Fixed Fees: The negotiated fixed rate for creating client financial plans is $5,000 - $10,000.

- Hourly rate: $350 an hour

> Hourly Fees: The hourly fee for these services is $350.

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 & Co., Inc.

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: $177,811,109
- Discretionary: $6,714,625
- Non-discretionary: $171,096,484

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $13,018,639 |
| High net worth individuals | 47 | $157,582,891 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $3,340,354 |
| Charitable organizations | 1 | $3,765,589 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $103,636 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $117,319,941 | 4 | May 8, 2024 |
| October 2025 | $150,584,750 | 4 | April 25, 2025 |
| October 2026 | $177,811,109 | 4 | July 24, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $150,584,750 to $177,811,109 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silicon Private Wealth, LLC (CRD 284145): Form ADV filing data as of October 2026.