Silicon Private Wealth, LLC
SEC RegisteredProsper with principle.
About the firm
Silicon Private Wealth is a financial planning firm that integrates planning and management tools to customize financial plans for clients and their families. The firm executes plans through a wide range of investment vehicles, both public and private, and bridges the gap between financial and life planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, long-term investment strategy, portfolio management using public and private investment vehicles including index linked funds, and socially conscientious investing strategies.
Who they serve
Individuals and families, with particular focus on women who invest and those interested in socially conscientious investing.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 36 | $13M |
| High Net Worth Individuals | 47 | $158M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $3.3M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $249,999 | 1.50% |
| $250,000 - $999,999 | 1.30% |
| $1,000,000 - $5,000,000 | 1.00% |
| $5,000,000 and Up | 0.80% |
Data as of January 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Silicon Private Wealth, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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