SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.
SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 159702). Regulatory assets under management: $50.9M.
Registration
- CRD: 159702
- SEC file number: 801-72972
- Type: Registered investment adviser
- 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 | — |
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