Svb Wealth LLC
● SEC registered since 2014CRD 172832SEC# 801-80480Boston, MA
Reg. AUM
$3.1B
Employees
73
Accounts
2,623
Location
Boston, MA
Svb Wealth LLC assets under management
Svb Wealth LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2014. It reports $3.1 billion in regulatory assets under management and employs 73 people.
Svb Wealth LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Ciliano Control | Chief Investment Officer | Under 5% | 2023 |
| David Lee Biliter Control | President | Under 5% | 2023 |
| First-Citizens Bank & Trust Company Control | Parent | Over 75% | 2023 |
| Johanna Marie Mears Control | Chief Compliance Officer | Under 5% | 2026 |
| Michael Christopher Wilson Control | Wealth Management Executive | Under 5% | 2023 |
| Michael Lee Longest Control | Chief Financial Officer | Under 5% | 2023 |
| First Citizens Bancshares, Inc. Control | 100% Owner | Over 75% | 2023 |
Frequently asked questions
How much does Svb Wealth LLC manage?
Svb Wealth LLC reports $3.1 billion in regulatory assets under management on its Form ADV.
How many employees does Svb Wealth LLC have?
Svb Wealth LLC reports 73 employees.
Where is Svb Wealth LLC located?
Svb Wealth LLC is based in Boston, MA and has been SEC-registered since 2014.
Does Svb Wealth LLC disclose fund performance?
Svb Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 53 State Street, 28th Floor, Boston, MA 02109 |
| Phone | 6179124485 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1626116 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.1B▼ 38%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,306 advisers
EmployeesTop 9%
More than 91% of 16,824 advisers
Assets under management
$3.1Bregulatory AUM
Discretionary $3.04BNon-discretionary $55.6M