# SVB WEALTH LLC

SVB WEALTH LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 172832
- Type: SEC-registered investment adviser
- SEC file number: 801-80480
- Location: 53 STATE STREET, 28TH FLOOR, BOSTON, MA, 02109
- Phone: 6179124485
- Latest filing: 2026-03-31
- Regulatory AUM: $3.1B
- Discretionary AUM: $3.0B
- Non-discretionary AUM: $55.6M
- Clients: 73
- Accounts: 2,623

## Business model

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

## Officers, owners & control persons (50)

_Showing 25 of 50 people._

| Name | Role | Location |
| --- | --- | --- |
| Brown W Cannon | DIRECTOR | Denver, CO |
| Michael Christopher Wilson | WEALTH MANAGEMENT EXECUTIVE | — |
| Michael Lee Longest | CHIEF FINANCIAL OFFICER | — |
| Brent Ciliano | CHIEF INVESTMENT OFFICER | — |
| David Lee Biliter | PRESIDENT | — |
| Mark Stephen Marrone | CHIEF COMPLIANCE OFFICER | — |
| Eraine Johnson Parker | INTERIM CHIEF COMPLIANCE OFFICER | — |
| Thomas Bittenbender Harps | INTERIM CHIEF COMPLIANCE OFFICER | — |
| WILSON CHRISTOPHER | WEALTH MANAGEMENT EXECUTIVE | — |
| DANIELS SHARON ANNE | CHIEF OPERATING OFFICER; EXECUTIVE MANAGING DIRECTOR | — |
| MCCARRON JAMES DENNIS | CHIEF COMPLIANCE OFFICER | — |
| RAIMONDI PETER JOHN | CHIEF EXECUTIVE OFFICER, DIRECTOR; DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER; PRESIDENT AND DIRECTOR | — |
| GRIFFIN COREY ANTHONY | CHIEF EXECUTIVE OFFICER AND DIRECTOR; CHIEF OPERATING OFFICER | — |
| HARPS THOMAS BITTENBENDER | INTERIM CHIEF COMPLIANCE OFFICER | — |
| SCHWARTZ WALTER GEORGE | DIRECTOR | — |
| PARKER ROBERT JOHN | CHIEF ADMINISTRATIVE OFFICER; EXECUTIVE MANAGING DIRECTOR OF OPERATIONS | — |
| LONDON LAURI BETH | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| DEUTSCH CLAYTON GEORGE | CHAIRMAN OF THE BOARD; DIRECTOR | — |
| ROSS ROBERT KARL | CHIEF COMPLIANCE OFFICER | — |
| TYLANDER PATRICK E | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER; TREASURER | — |
| WOODSON WILLIAM IRVIN | PRESIDENT, KLS | — |
| MANNING REED THOMAS | CHIEF INVESTMENT OFFICER | — |
| KAYE DAVID J | DIRECTOR | — |
| ANDERSON KENNETH | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER (+2 more) | — |
| DELL'ORFANO SCOTT | CHIEF OPERATING OFFICER; CHIEF STRATEGIC OFFICER | — |


## Disclosures (15)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172832/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172832/similar
- Related entities: https://search.stillhousedata.com/firm/172832/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172832

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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.