# SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.

SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC. of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 159702
- Type: SEC-registered investment adviser
- SEC file number: 801-72972
- Location: 6050 HELLYER AVE SUITE 150, SAN JOSE, CA, 95138
- Phone: 408-440-6195
- Latest filing: 2026-03-19
- Regulatory AUM: $50.9M
- Non-discretionary AUM: $50.9M
- Clients: 1
- Accounts: 273

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| SMITH TODD AUSTIN | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159702/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159702/similar
- Related entities: https://search.stillhousedata.com/firm/159702/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159702

---

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.