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Silverstone Private Wealth

Kingwood, TXState-registered investment adviserCRD 338605

Filed as SILVERSTONE PRIVATE WEALTH · Legal name Silverstone Private Wealth LLC

Silverstone Private Wealth is a state-registered investment advisory firm in Kingwood, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.

1 year
registered since 2025
$1,000,000
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Silverstone Private Wealth compensated?

On its Form ADV (Item 5.E, October 2026), Silverstone Private Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Silverstone Private Wealth located?

Silverstone Private Wealth's principal office is in Kingwood, TX, according to its Form ADV.

Is Silverstone Private Wealth registered with the SEC or a state?

Silverstone Private Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338605.

How much does Silverstone Private Wealth manage?

Silverstone Private Wealth reports $1,000,000 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).

What types of clients does Silverstone Private Wealth serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

Does Silverstone Private Wealth 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/338605

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
  • Fixed fees (other than subscription fees)

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

Regulatory assets under management

Item 5.F
$1,000,000

$1,000,000 as of October 2026, filing dated August 19, 2026.

Discretionary: $1,000,000.Non-discretionary: $0.

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.D
Individuals (other than high net worth individuals)
Clients 12 Assets $1,000,000 (100%)

A 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
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Silverstone Private Wealth LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2025 (1 year)
Employees
Total: 1. Performing investment advisory functions: 0.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
TX

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None 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

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

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.I
growsaveprotect.comsilverstone-privatewealth.com

Source: 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. Silverstone Private Wealth (CRD 338605): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/silverstone-private-wealth-kingwood-tx-338605