Wealth manager, independent
Silicon Private Wealth, LLC
SEC-registered investment adviser · CRD 284145 · SEC 801-129958
At a glance
Silicon Private Wealth, LLC is an SEC-registered investment adviser based in United States, with $178 million in regulatory assets under management as of its Form ADV filed July 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 83 individual clients. By Form ADV it is a wealth manager, ranked 6,233rd of 8,915 wealth managers and 12,835th of 17,210 SEC-registered advisers by assets.
siliconprivatewealth.comAs filed on Form ADV
- Regulatory AUM
- $178M
- Rank among wealth managers
- #6,233 of 8,915
- Rank among all SEC RIAs
- #12,835 of 17,210
- Individual clients
- 83
- High-net-worth clients
- 47
- Accounts
- 323
- Discretionary
- 4% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Patricia G. WilliamsChief Executive Officer
- Calum J. CunninghamChief Operating Officer/chief Compliance Officer
- Scott T. SmithPassive Owner, Managing Director
- Peter C. VerbicaManaging Director
Custody and brokerage
Broker-dealer
Hybrid RIA
Silicon Private Wealth, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed July 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Registration as a Broker/Dealer or Broker/Dealer Representative As a registered representative of Purshe Kaplan Sterling , Patricia Gail Williams accepts compensation for the sale of securities.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 47 | $158M | 89% |
| Individuals | 36 | $13M | 7% |
| Charitable organizations | 1 | $4M | 2% |
| Pension and profit sharing plans | 3 | $3M | 2% |
| Corporations or other businesses | 2 | $0M | <1% |
Disciplinary disclosures
Silicon Private Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Commissions
Form ADV and brochures on the SEC’s adviser search ↗siliconprivatewealth.com ↗
AtlasMembers
The full record on Silicon Private Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 5,737 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Silicon Private Wealth, LLC manage?
Silicon Private Wealth, LLC reports $178 million in regulatory assets under management across 323 accounts, 4% of it on a discretionary basis, on its Form ADV filed July 24, 2026.
What kind of firm is Silicon Private Wealth, LLC?
Silicon Private Wealth, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Silicon Private Wealth, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($158 million, 47 clients); individuals ($13 million, 36 clients); charitable organizations ($4 million, 1 clients).
Does Silicon Private Wealth, LLC have any disciplinary history?
Silicon Private Wealth, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Silicon Private Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →