Investment adviser · CRD 166030

SILICON HILLS WEALTH MANAGEMENT

Investment adviser filing (IA)

SILICON HILLS WEALTH MANAGEMENT, LLC

AUSTIN, TX, United States · Form ADV filed Mar 28, 2023

Regulatory AUM
$241M
Form ADV · Item 5.F
Client accounts
632
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals127$223,771,61593.0%
Individuals56$16,933,0387.0%
Filing source

Form ADV 1703479 · Mar 28, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SILICON HILLS CIELO II INVESTORS, LPPrivate Equity Fund · Last reported Jul 19, 2018$1.25MGross asset value
Auditor BAUER AND COMPANY AUSTIN, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

BAUER AND COMPANY
PCAOB 6072

Fund details & source
Fund ID
805-5084695749
Reported beneficial owners
10
Minimum commitment
$100K

Form ADV 1230422 · Jul 19, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SILICON HILLS CIRCLEUP INVESTORS. LPPrivate Equity Fund · Last reported Jul 19, 2018$939KGross asset value
Auditor BAUER AND COMPANY AUSTIN, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

BAUER AND COMPANY
PCAOB 6072

Fund details & source
Fund ID
805-6213610163
Reported beneficial owners
9
Minimum commitment
$100K

Form ADV 1230422 · Jul 19, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SILICON HILLS GRAVITANT INVESTORS, LPPrivate Equity Fund · Last reported Jul 19, 2018$0Gross asset value
Auditor BAUER AND COMPANY AUSTIN, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

BAUER AND COMPANY
PCAOB 6072

Fund details & source
Fund ID
805-5007596573
Reported beneficial owners
9
Minimum commitment
$50K

Form ADV 1230422 · Jul 19, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 28, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8834 N. CAPITAL OF TEXAS HIGHWAY, SUITE 200
AUSTIN, TX, 78759, United States

CRD 166030

Filing source

Form ADV 1703479 · Mar 28, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.