SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 159702). Regulatory assets under management: $50.9M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| SMITH TODD AUSTIN | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |