RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 27, 2023
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
LASECKE, TRACY, FRANKICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERNA Control
PONDER, RANDALL, SCOTTISENIOR WEALTH ADVISORNA Control
PONDER, RANDALL, SCOTTISENIOR WEALTH ADVISORNA
PONDER, RANDALL, SCOTTISENIOR WEALTH ADVISORNA
WEIL, CURTIS, LESLIEIPRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
WEIL, CURTIS, LESLIEIPRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
WEIL, CURTIS, LESLIEIPRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
WEIL, CURTIS, LESLIEIPRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
WEIL, CURTIS, LESLIEIPRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
WEIL, CURTIS, LESLIEIPRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
WEIL, CURTIS, LESLIEIPRINCIPAL/CHIEF COMPLIANCE OFFICERNA Control
CURTIS L. AND MARGARET B. WEIL, TRUSTEES OF THE WEIL FAMILY REVOCABLE TRUST, FBO C.L. AND M. B. WEILDEMEMBERE Control
CURTIS L. AND MARGARET B. WEIL, TRUSTEES OF THE WEIL FAMILY REVOCABLE TRUST, FBO C.L. AND M. B. WEILDEMEMBERE Control
CURTIS L. AND MARGARET B. WEIL, TRUSTEES OF THE WEIL FAMILY REVOCABLE TRUST, FBO C.L. AND M. B. WEILDEMEMBERE Control
CURTIS L. AND MARGARET B. WEIL, TRUSTEES OF THE WEIL FAMILY REVOCABLE TRUST, FBO C.L. AND M. B. WEILDEMEMBERE Control
CURTIS L. AND MARGARET B. WEIL, TRUSTEES OF THE WEIL FAMILY REVOCABLE TRUST, FBO C.L. AND M. B. WEILDEMEMBERE Control
CURTIS L. AND MARGARET B. WEIL, TRUSTEES OF THE WEIL FAMILY REVOCABLE TRUST, FBO C.L. AND M. B. WEILDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
LASECKE ENTERPRISES, LLCDEMEMBERE Control
Lasecke, Tracy, FrankIMANAGING MEMBER, CHIEF EXECUTIVE OFFICER,CHIEF COMPLIANCE OFFICERE Control
CURTIS L. AND MARGARET B. WEIL, TRUSTEES OF THE WEIL FAMILY REVOCABLE TRUST, FBO C.L. AND M. B. WEILDEMEMBERD Control
CURTIS L. AND MARGARET B. WEIL, TRUSTEES OF THE WEIL FAMILY REVOCABLE TRUST, FBO C.L. AND M. B. WEILDEMEMBERD Control
CURTIS L. AND MARGARET B. WEIL, TRUSTEES OF THE WEIL FAMILY REVOCABLE TRUST, FBO C.L. AND M. B. WEILDEMEMBERD Control
CURTIS L. AND MARGARET B. WEIL, TRUSTEES OF THE WEIL FAMILY REVOCABLE TRUST, FBO C.L. AND M. B. WEILDEMEMBERD Control
CURTIS L. AND MARGARET B. WEIL, TRUSTEES OF THE WEIL FAMILY REVOCABLE TRUST, FBO C.L. AND M. B. WEILDEMEMBERD Control
LASECKE ENTERPRISES, LLCDEMEMBERD Control
LASECKE ENTERPRISES, LLCDEMEMBERD Control
LASECKE ENTERPRISES, LLCDEMEMBERC Control
LASECKE ENTERPRISES, LLCDEMEMBERC Control
LASECKE ENTERPRISES, LLCDEMEMBERC Control
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMEMBER, SENIOR WEALTH ADVISORB
DUKE, CHRISTOPHER, ALLENIMINORITY OWNERB
DUKE, CHRISTOPHER, ALLENIMINORITY OWNERB
DUKE, CHRISTOPHER, ALLENIMINORITY OWNERB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
KAREL CAPITAL, INC.DEOWNER OF CLASS B MEMBERSHIP UNITSB
LASECKE ENTERPRISES, LLCDEMEMBERB Control
LASECKE ENTERPRISES, LLCDEMEMBERB Control
PONDER, RANDALL, SCOTTIMEMBER, SENIOR WEALTH ADVISORB Control
PONDER, RANDALL, SCOTTIMEMBER, SENIOR WEALTH ADVISORB Control
PONDER, RANDALL, SCOTTIMEMBER, SENIOR WEALTH ADVISORB Control
PONDER, RANDALL, SCOTTIMEMBER, SENIOR WEALTH ADVISORB Control
PONDER, RANDALL, SCOTTIMEMBER, SENIOR WEALTH ADVISORB Control
PONDER, RANDALL, SCOTTIMEMBER, SENIOR WEALTH ADVISORB Control
PONDER, RANDALL, SCOTTIMEMBER, SENIOR WEALTH ADVISORB Control
PONDER, RANDALL, SCOTTIMEMBER, SENIOR WEALTH ADVISORB Control
PONDER, RANDALL, SCOTTIMEMBER, SENIOR WEALTH ADVISORB Control
PONDER, RANDALL, SCOTTIMEMBER, SENIOR WEALTH ADVISORB Control
PONDER, RANDALL, SCOTTISENIOR WEALTH ADVISORB
PONDER, RANDALL, SCOTTISENIOR WEALTH ADVISORB
WEIL, CURTIS, LESLIEIPRINCIPALA Control
WEIL, CURTIS, LESLIEIPRINCIPALA Control
WEIL, CURTIS, LESLIEIMEMBER/CCOA Control
WEIL, CURTIS, LESLIEIPRINCIPALA Control
WEIL, MARGARET, BEAMIMEMBERA
WEIL, MARGARET, BEAMIMEMBERA
WEIL, MARGARET, BEAMIMEMBERA
WEIL, MARGARET, BEAMIMEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KAREL, JAMES, FREDERICKIKAREL CAPITAL, INCE Control
KAREL, JAMES, FREDERICKIKAREL CAPITAL, INCE Control
KAREL, JAMES, FREDERICKIKAREL CAPITAL, INCE Control
KAREL, JAMES, FREDERICKIKAREL CAPITAL, INCE Control
KAREL, JAMES, FREDERICKIKAREL CAPITAL, INCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE ENTERPRISES, LLCDESILICON VALLEY WEALTH ADVISORS, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control
LASECKE, TRACY, FRANKILASECKE ENTERPRISES, LLCE Control

Registrations

Federal

IA
Nov 27, 2023 REGISTERED

Notice Filings (4)

AZ CA OR WA

Address

3190 S. BASCOM AVENUE
SUITE 210
SAN JOSE, CA 95124
United States
Phone: 408-688-0888