# Silicon Valley Wealth Management Solutions, Inc.

> Silicon Valley Wealth Management Solutions, Inc. is a state-registered investment advisory firm in San Jose, CA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 159702
- Filed as: SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159702
- AdvisorCensus page: https://advisorcensus.com/firm/silicon-valley-wealth-management-solutions-inc-san-jose-ca-159702

## Quick answers

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

**Where is Silicon Valley Wealth Management Solutions, Inc. located?**
Silicon Valley Wealth Management Solutions, Inc.'s principal office is in San Jose, CA, according to its Form ADV.

**Is Silicon Valley Wealth Management Solutions, Inc. registered with the SEC or a state?**
Silicon Valley Wealth Management Solutions, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 159702.

**How much does Silicon Valley Wealth Management Solutions, Inc. manage?**
Silicon Valley Wealth Management Solutions, Inc. reports $50,947,896 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (0% discretionary).

**What types of clients does Silicon Valley Wealth Management Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (273).

**Does Silicon Valley Wealth Management Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159702

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $50,947,896
- Discretionary: $0
- Non-discretionary: $50,947,896

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 273 | $50,947,896 |
| Banking or thrift institutions | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silicon Valley Wealth Management Solutions, Inc. (CRD 159702): Form ADV filing data as of October 2026.