SILICON VALLEY WEALTH ADVISORS, LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 106017). Regulatory assets under management: $329.2M.
| 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 | — |