Investment adviser · CRD 159702

SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.

Investment adviser filing (IA)

SAN JOSE, CA, United States · Form ADV filed Sep 26, 2012

Regulatory AUM
$8.88M
Form ADV · Item 5.F
Client accounts
52
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 26, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4229 CHABOYA CT.
SAN JOSE, CA, 95148, United States

CRD 159702

Filing source

Form ADV 671715 · Sep 26, 2012 · 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.