# SILER WEALTH MANAGEMENT

SILER WEALTH MANAGEMENT of LONGWOOD, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 108682
- Type: SEC-registered investment adviser
- SEC file number: 801-134930
- Location: 100 CROWN OAK CENTRE DRIVE, LONGWOOD, FL, 32750
- Phone: 407-831-8002
- Latest filing: 2026-03-30
- Regulatory AUM: $188.6M
- Discretionary AUM: $7.1M
- Non-discretionary AUM: $181.5M
- Clients: 6
- Accounts: 1,165

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Lee Anthony Siler | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Patricia Jean Button | SECRETARY | — |
| MERBACH MICHAEL ALAN | CFO; VICE-PRESIDENT,TREASURER; VICE-PRESIDENT,TREASURER, CHIEF COMPLIANCE OFFICER | — |
| SILER LEE ANTHONY | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| BUTTON PATRICIA JEAN | SECRETARY | — |
| CASTERLINE SEAN DONOVAN | VICE-PRESIDENT | — |
| GOLD MICHAEL STEPHAN | CEO | — |
| BORNSTEIN MARK | DIRECTOR | — |
| MACMILLAN DONALD | DIRECTOR | — |
| SUTTON ALBERT | DIRECTOR | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2005-03-08 | regulatory | FAILURE TO COMPLY WITH ARBITRATION AWARD DUE TO DEATH OF CLAIMANT. | Final | $13K |
| 1990-06-25 | regulatory | TRADED UNREGISTERED SECURITIES | Final | $409 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108682/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108682/similar
- Related entities: https://search.stillhousedata.com/firm/108682/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108682

---

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.