Silvia McColl Wealth Management, LLC
● SEC registered since 2018CRD 295339SEC# 801-113331San Diego, CA
Reg. AUM
$283.4M
Employees
2
Accounts
357
Location
San Diego, CA
Silvia McColl Wealth Management, LLC assets under management
Silvia McColl Wealth Management, LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2018. It reports $283.4 million in regulatory assets under management and employs 2 people.
Silvia McColl Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Glenn Silvia Control | Managing Partner And Chief Compliance Officer | 50-75% | 2018 |
| William Gregory McColl Control | Managing Partner | 50-75% | 2018 |
Frequently asked questions
How much does Silvia McColl Wealth Management, LLC manage?
Silvia McColl Wealth Management, LLC reports $283.4 million in regulatory assets under management on its Form ADV.
How many employees does Silvia McColl Wealth Management, LLC have?
Silvia McColl Wealth Management, LLC reports 2 employees.
Where is Silvia McColl Wealth Management, LLC located?
Silvia McColl Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2018.
Does Silvia McColl Wealth Management, LLC disclose fund performance?
Silvia McColl Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 W Broadway, Suite 700, San Diego, CA 92101 |
| Phone | (619) 637-9920 |
| Office hours | 7:30 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$283.4M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$283.4Mregulatory AUM
Discretionary $278.8MNon-discretionary $4.6M