SILICON VALLEY WEALTH ADVISORS, LLC
CRD #106017 SEC #801-41892 SAN JOSE, CA 408-688-0888
SEC Registered
Total AUM
$329.2M
Discretionary
$326.6M
Employees
6
Clients
51
Accounts
796
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2023 | $329.2M | $326.6M | $2.5M | 6 | 0 |
| Mar 2023 | $329.2M | $326.6M | $2.5M | 6 | 0 |
| Jun 2022 | $479.4M | $467.1M | $12.3M | 6 | 0 |
| Mar 2022 | $479.4M | $467.1M | $12.3M | 6 | 0 |
| Mar 2022 | $479.4M | $467.1M | $12.3M | 7 | 0 |
| Nov 2021 | $406.1M | $396.2M | $9.9M | 7 | 0 |
| Jul 2021 | $406.1M | $396.2M | $9.9M | 7 | 0 |
| Mar 2021 | $406.1M | $396.2M | $9.9M | 7 | 0 |
| Jan 2021 | $357.7M | $349.7M | $8M | 7 | 0 |
| Jul 2020 | $357.7M | $349.7M | $8M | 7 | 0 |
| Jun 2020 | $357.7M | $349.7M | $8M | 7 | 0 |
| Jun 2020 | $357.7M | $349.7M | $8M | 7 | 0 |
| Feb 2020 | $357.7M | $349.7M | $8M | 7 | 0 |
| Jun 2019 | $304.6M | $296.3M | $8.3M | 7 | 4 |
| Mar 2019 | $304.6M | $296.3M | $8.3M | 7 | 4 |
| Mar 2018 | $315.3M | $306.1M | $9.2M | 6 | 10 |
| Sep 2017 | $310.7M | $306.3M | $4.3M | 6 | 200 |
| Mar 2017 | $310.7M | $306.3M | $4.3M | 6 | 200 |
| Feb 2017 | $274.7M | $274.5M | $210.9K | 6 | 200 |
| Nov 2016 | $274.7M | $274.5M | $210.9K | 6 | 200 |
| Nov 2016 | $274.7M | $274.5M | $210.9K | 6 | 200 |
| Mar 2016 | $274.7M | $274.5M | $210.9K | 8 | 200 |
| Jul 2015 | $283M | $282.8M | $225.1K | 8 | 200 |
| Mar 2015 | $283M | $282.8M | $225.1K | 8 | 200 |
| Mar 2015 | $278.5M | $273.6M | $4.9M | 8 | 200 |
| Oct 2014 | $278.5M | $273.6M | $4.9M | 8 | 200 |
| Jun 2014 | $278.5M | $273.6M | $4.9M | 8 | 200 |
| Mar 2014 | $278.5M | $273.6M | $4.9M | 8 | 200 |
| Feb 2014 | $240.1M | $240.1M | $0 | 7 | 200 |
| Aug 2013 | $240.1M | $240.1M | $0 | 7 | 200 |
| May 2013 | $240.1M | $240.1M | $0 | 7 | 200 |
| Apr 2013 | $240.1M | $240.1M | $0 | 7 | 200 |
| Dec 2012 | $206M | $206M | $0 | 7 | 200 |
| Mar 2012 | $193M | $193M | $0 | 6 | 200 |
| Dec 2011 | $193M | $193M | $0 | 6 | 200 |
| May 2011 | $208.6M | $204.8M | $3.9M | 10 | -- |
| Apr 2011 | $208.6M | $204.8M | $3.9M | 10 | -- |
| Apr 2010 | $171.7M | $170.5M | $1.2M | 10 | -- |
| Sep 2009 | $163.5M | $155.3M | $8.2M | 10 | -- |
| Mar 2007 | $171.5M | $162.2M | $9.3M | 5 | -- |
| Jan 2006 | $96.2M | $93.7M | $2.5M | 5 | -- |
| Apr 2004 | $79.8M | $79.8M | $0 | 5 | -- |
| Oct 2003 | $52.5M | $52.5M | $0 | 5 | -- |
| Jul 2001 | $59.2M | $54.9M | $4.3M | 5 | -- |
DateNov 2023
Total AUM$329.2M
Discretionary$326.6M
Non-Disc.$2.5M
Employees6
Clients0
DateMar 2023
Total AUM$329.2M
Discretionary$326.6M
Non-Disc.$2.5M
Employees6
Clients0
DateJun 2022
Total AUM$479.4M
Discretionary$467.1M
Non-Disc.$12.3M
Employees6
Clients0
DateMar 2022
Total AUM$479.4M
Discretionary$467.1M
Non-Disc.$12.3M
Employees6
Clients0
DateMar 2022
Total AUM$479.4M
Discretionary$467.1M
Non-Disc.$12.3M
Employees7
Clients0
DateNov 2021
Total AUM$406.1M
Discretionary$396.2M
Non-Disc.$9.9M
Employees7
Clients0
DateJul 2021
Total AUM$406.1M
Discretionary$396.2M
Non-Disc.$9.9M
Employees7
Clients0
DateMar 2021
Total AUM$406.1M
Discretionary$396.2M
Non-Disc.$9.9M
Employees7
Clients0
DateJan 2021
Total AUM$357.7M
Discretionary$349.7M
Non-Disc.$8M
Employees7
Clients0
DateJul 2020
Total AUM$357.7M
Discretionary$349.7M
Non-Disc.$8M
Employees7
Clients0
DateJun 2020
Total AUM$357.7M
Discretionary$349.7M
Non-Disc.$8M
Employees7
Clients0
DateJun 2020
Total AUM$357.7M
Discretionary$349.7M
Non-Disc.$8M
Employees7
Clients0
DateFeb 2020
Total AUM$357.7M
Discretionary$349.7M
Non-Disc.$8M
Employees7
Clients0
DateJun 2019
Total AUM$304.6M
Discretionary$296.3M
Non-Disc.$8.3M
Employees7
Clients4
DateMar 2019
Total AUM$304.6M
Discretionary$296.3M
Non-Disc.$8.3M
Employees7
Clients4
DateMar 2018
Total AUM$315.3M
Discretionary$306.1M
Non-Disc.$9.2M
Employees6
Clients10
DateSep 2017
Total AUM$310.7M
Discretionary$306.3M
Non-Disc.$4.3M
Employees6
Clients200
DateMar 2017
Total AUM$310.7M
Discretionary$306.3M
Non-Disc.$4.3M
Employees6
Clients200
DateFeb 2017
Total AUM$274.7M
Discretionary$274.5M
Non-Disc.$210.9K
Employees6
Clients200
DateNov 2016
Total AUM$274.7M
Discretionary$274.5M
Non-Disc.$210.9K
Employees6
Clients200
DateNov 2016
Total AUM$274.7M
Discretionary$274.5M
Non-Disc.$210.9K
Employees6
Clients200
DateMar 2016
Total AUM$274.7M
Discretionary$274.5M
Non-Disc.$210.9K
Employees8
Clients200
DateJul 2015
Total AUM$283M
Discretionary$282.8M
Non-Disc.$225.1K
Employees8
Clients200
DateMar 2015
Total AUM$283M
Discretionary$282.8M
Non-Disc.$225.1K
Employees8
Clients200
DateMar 2015
Total AUM$278.5M
Discretionary$273.6M
Non-Disc.$4.9M
Employees8
Clients200
DateOct 2014
Total AUM$278.5M
Discretionary$273.6M
Non-Disc.$4.9M
Employees8
Clients200
DateJun 2014
Total AUM$278.5M
Discretionary$273.6M
Non-Disc.$4.9M
Employees8
Clients200
DateMar 2014
Total AUM$278.5M
Discretionary$273.6M
Non-Disc.$4.9M
Employees8
Clients200
DateFeb 2014
Total AUM$240.1M
Discretionary$240.1M
Non-Disc.$0
Employees7
Clients200
DateAug 2013
Total AUM$240.1M
Discretionary$240.1M
Non-Disc.$0
Employees7
Clients200
DateMay 2013
Total AUM$240.1M
Discretionary$240.1M
Non-Disc.$0
Employees7
Clients200
DateApr 2013
Total AUM$240.1M
Discretionary$240.1M
Non-Disc.$0
Employees7
Clients200
DateDec 2012
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees7
Clients200
DateMar 2012
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees6
Clients200
DateDec 2011
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees6
Clients200
DateMay 2011
Total AUM$208.6M
Discretionary$204.8M
Non-Disc.$3.9M
Employees10
Clients--
DateApr 2011
Total AUM$208.6M
Discretionary$204.8M
Non-Disc.$3.9M
Employees10
Clients--
DateApr 2010
Total AUM$171.7M
Discretionary$170.5M
Non-Disc.$1.2M
Employees10
Clients--
DateSep 2009
Total AUM$163.5M
Discretionary$155.3M
Non-Disc.$8.2M
Employees10
Clients--
DateMar 2007
Total AUM$171.5M
Discretionary$162.2M
Non-Disc.$9.3M
Employees5
Clients--
DateJan 2006
Total AUM$96.2M
Discretionary$93.7M
Non-Disc.$2.5M
Employees5
Clients--
DateApr 2004
Total AUM$79.8M
Discretionary$79.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$59.2M
Discretionary$54.9M
Non-Disc.$4.3M
Employees5
Clients--