Silicon Private Wealth, LLC
● SEC registered since 2024CRD 284145SEC# 801-129958
Reg. AUM
$177.8M
Employees
4
Accounts
323
Location
—
Silicon Private Wealth, LLC assets under management
Silicon Private Wealth, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $177.8 million in regulatory assets under management and employs 4 people.
Silicon Private Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calum John Cunningham Control | Chief Operating Officer/Chief Compliance Officer | 25-50% | 2016 |
| Patricia Gail Williams Control | Chief Executive Officer | 25-50% | 2016 |
| Peter Coe Verbica | Managing Director | 5-10% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Silicon Private Wealth, LLC manage?
Silicon Private Wealth, LLC reports $177.8 million in regulatory assets under management on its Form ADV.
How many employees does Silicon Private Wealth, LLC have?
Silicon Private Wealth, LLC reports 4 employees.
Does Silicon Private Wealth, LLC disclose fund performance?
Silicon Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 408-645-6790 |
| Fax | 408-645-7786 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177.8M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$177.8Mregulatory AUM
Discretionary $6.7MNon-discretionary $171.1M