# Silvia McColl Wealth Management, LLC

> Silvia McColl Wealth Management, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 295339
- Filed as: SILVIA MCCOLL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/295339
- AdvisorCensus page: https://advisorcensus.com/firm/silvia-mccoll-wealth-management-llc-san-diego-ca-295339

## Quick answers

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

**How much does Silvia McColl Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 3, 2026 states: Flat fee: $5,000 to $15,000 (Financial Planning services); Hourly rate: $400 an hour (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Silvia McColl Wealth Management, LLC located?**
Silvia McColl Wealth Management, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Silvia McColl Wealth Management, LLC registered with the SEC or a state?**
Silvia McColl Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 295339.

**How much does Silvia McColl Wealth Management, LLC manage?**
Silvia McColl Wealth Management, LLC reports $283,430,027 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (98% discretionary).

**How have Silvia McColl Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Silvia McColl Wealth Management, LLC: Regulatory assets under management: $200,885,062 in the October 2021 data and $283,430,027 in the October 2026 data, up 41%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Silvia McColl Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (59); individuals (other than high net worth individuals) (51).

**Which custodians does Silvia McColl Wealth Management, LLC use?**
Silvia McColl Wealth Management, 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 Silvia McColl Wealth Management, 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/295339

**Does Silvia McColl Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 3, 2026 says: "The Firm generally requires a minimum initial investment of $750,000 to open an account, which could be negotiable by the Firm in its sole discretion."

## 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 February 3, 2026)

- Account minimum: $750,000 (the brochure says it may be waived or negotiated)

> The Firm generally requires a minimum initial investment of $750,000 to open an account, which could be negotiable by the Firm in its sole discretion.

- Flat fee: $5,000 to $15,000 (Financial Planning services)

> For Financial Planning services, the Firm generally charges a fixed fee. The Firm’s fixed fees are assessed as a one-time fee, or an ongoing fee dependent upon the services received. Generally, rates range from $5,000 – $15,000 on a fixed fee basis

- Hourly rate: $400 an hour (consulting services)

> Our fee for consulting services is $400 per hour. Our hourly fees are billed monthly in arrears.

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: $283,430,027
- Discretionary: $278,821,191
- Non-discretionary: $4,608,836

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $25,023,354 |
| High net worth individuals | 59 | $247,061,300 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $850,284 |
| Charitable organizations | Fewer than 5 | $10,485,136 |
| Corporations or other businesses not listed above | Fewer than 5 | $9,953 |

### 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: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- silviamccoll.com
- LinkedIn @SILVIA-MCCOLL-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $200,885,062 | 3 | March 23, 2021 |
| October 2022 | $239,566,327 | 3 | June 13, 2022 |
| October 2023 | $217,113,897 | 3 | August 24, 2023 |
| October 2024 | $227,791,755 | 3 | February 15, 2024 |
| October 2025 | $258,302,731 | 2 | February 26, 2025 |
| October 2026 | $283,430,027 | 2 | February 3, 2026 |

Regulatory assets under management: $200,885,062 in the October 2021 data and $283,430,027 in the October 2026 data, up 41%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silvia McColl Wealth Management, LLC (CRD 295339): Form ADV filing data as of October 2026.