# SILICON VALLEY WEALTH ADVISORS, LLC

SILICON VALLEY WEALTH ADVISORS, LLC of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 106017
- Type: SEC-registered investment adviser
- SEC file number: 801-41892
- Location: 3190 S. BASCOM AVENUE, SUITE 210, SAN JOSE, CA, 95124
- Phone: 408-688-0888
- Latest filing: 2023-11-27
- Regulatory AUM: $329.2M
- Discretionary AUM: $326.6M
- Non-discretionary AUM: $2.5M
- Clients: 6
- Accounts: 796

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| KAREL JAMES FREDERICK | SHAREHOLDER | — |
| WEIL CURTIS LESLIE | MEMBER/CCO; PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| LASECKE TRACY FRANK | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| PONDER RANDALL SCOTT | MEMBER, SENIOR WEALTH ADVISOR; SENIOR WEALTH ADVISOR | — |
| WEIL MARGARET BEAM | MEMBER | — |
| DUKE CHRISTOPHER ALLEN | MEMBER, SENIOR WEALTH ADVISOR; MINORITY OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106017/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106017/similar
- Related entities: https://search.stillhousedata.com/firm/106017/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106017

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.