SVB WEALTH LLC
Legal name: SVB WEALTH
CRD #172832 SEC #801-80480 BOSTON, MA 617-223-0200
SEC Registered
Total AUM
$5B
Discretionary
$4.9B
Employees
85
Clients
51
Accounts
3,739
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $5B | $4.9B | $76.5M | 85 | 0 |
| Oct 2025 | $5B | $4.9B | $76.5M | 85 | 0 |
| May 2025 | $5B | $4.9B | $76.5M | 85 | 0 |
| Mar 2025 | $5B | $4.9B | $76.5M | 85 | 0 |
| Nov 2024 | $6.6B | $6.5B | $165.5M | 231 | 35 |
| May 2024 | $6.6B | $6.5B | $165.5M | 231 | 35 |
| Apr 2024 | $6.6B | $6.5B | $165.5M | 231 | 35 |
| Apr 2024 | $6.6B | $6.5B | $165.5M | 231 | 35 |
| Mar 2024 | $6.6B | $6.5B | $165.5M | 231 | 35 |
| Aug 2023 | $14.8B | $14.1B | $662.4M | 246 | 85 |
| May 2023 | $14.8B | $14.1B | $662.4M | 246 | 85 |
| Mar 2023 | $14.8B | $14.1B | $662.4M | 246 | 85 |
| Oct 2022 | $15.9B | $14.8B | $1B | 190 | 67 |
| Aug 2022 | $15.9B | $14.8B | $1B | 190 | 67 |
| May 2022 | $15.9B | $14.8B | $1B | 190 | 67 |
| May 2022 | $15.9B | $14.8B | $1B | 190 | 67 |
| Apr 2022 | $15.9B | $14.8B | $1B | 190 | 67 |
| Mar 2022 | $15.9B | $14.8B | $1B | 190 | 67 |
| Jul 2021 | $14.4B | $13.8B | $640.2M | 144 | 3 |
| Mar 2021 | $14.4B | $13.8B | $640.2M | 144 | 3 |
| Dec 2020 | $13.3B | $12.7B | $618.6M | 135 | 1 |
| Jul 2020 | $13.3B | $12.7B | $618.6M | 135 | 1 |
| Jun 2020 | $13.3B | $12.7B | $618.6M | 135 | 1 |
| Mar 2020 | $13.3B | $12.7B | $618.6M | 135 | 1 |
| Sep 2019 | $12.8B | $12.3B | $567.4M | 133 | 0 |
| Jul 2019 | $6.8B | $6.4B | $383.4M | 96 | 2 |
| Mar 2019 | $6.8B | $6.4B | $383.4M | 96 | 2 |
| Dec 2018 | $7.4B | $7B | $468.7M | 105 | 2 |
| Jul 2018 | $7.4B | $7B | $468.7M | 105 | 2 |
| Mar 2018 | $7.4B | $7B | $468.7M | 105 | 2 |
| Jun 2017 | $6.7B | $6.3B | $399M | 116 | 3,374 |
| Mar 2017 | $6.7B | $6.3B | $399M | 116 | 3,374 |
| Feb 2017 | $7.1B | $6.3B | $839.4M | 140 | 3,584 |
| Jan 2017 | $7.1B | $6.3B | $839.4M | 140 | 3,584 |
| Jan 2017 | $7.1B | $6.3B | $839.4M | 140 | 3,584 |
| Dec 2016 | $7.1B | $6.3B | $839.4M | 140 | 3,584 |
| May 2016 | $7.1B | $6.3B | $839.4M | 140 | 3,584 |
| Mar 2016 | $7.1B | $6.3B | $839.4M | 140 | 3,584 |
| Dec 2015 | $8.9B | $7.8B | $1.1B | 145 | 2,100 |
| Nov 2015 | $8.9B | $7.8B | $1.1B | 145 | 2,100 |
| Oct 2015 | $8.9B | $7.8B | $1.1B | 136 | 2,100 |
| Sep 2015 | $8.9B | $7.8B | $1.1B | 136 | 2,100 |
| Jul 2015 | $8.9B | $7.8B | $1.1B | 136 | 2,100 |
| Jun 2015 | $8.9B | $7.8B | $1.1B | 136 | 2,100 |
| Jun 2015 | $8.9B | $7.8B | $1.1B | 136 | 2,100 |
| Apr 2015 | $8.9B | $7.8B | $1.1B | 136 | 2,100 |
| Feb 2015 | $8.9B | $7.8B | $1.1B | 136 | 2,100 |
| Dec 2014 | $4.5B | $3.3B | $1.2B | 80 | 2,100 |
| Nov 2014 | $4.5B | $3.3B | $1.2B | 80 | 2,100 |
| Oct 2014 | $4.5B | $3.3B | $1.2B | 80 | 2,100 |
| Oct 2014 | $4.5B | $3.3B | $1.2B | 80 | 2,100 |
DateDec 2025
Total AUM$5B
Discretionary$4.9B
Non-Disc.$76.5M
Employees85
Clients0
DateOct 2025
Total AUM$5B
Discretionary$4.9B
Non-Disc.$76.5M
Employees85
Clients0
DateMay 2025
Total AUM$5B
Discretionary$4.9B
Non-Disc.$76.5M
Employees85
Clients0
DateMar 2025
Total AUM$5B
Discretionary$4.9B
Non-Disc.$76.5M
Employees85
Clients0
DateNov 2024
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$165.5M
Employees231
Clients35
DateMay 2024
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$165.5M
Employees231
Clients35
DateApr 2024
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$165.5M
Employees231
Clients35
DateApr 2024
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$165.5M
Employees231
Clients35
DateMar 2024
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$165.5M
Employees231
Clients35
DateAug 2023
Total AUM$14.8B
Discretionary$14.1B
Non-Disc.$662.4M
Employees246
Clients85
DateMay 2023
Total AUM$14.8B
Discretionary$14.1B
Non-Disc.$662.4M
Employees246
Clients85
DateMar 2023
Total AUM$14.8B
Discretionary$14.1B
Non-Disc.$662.4M
Employees246
Clients85
DateOct 2022
Total AUM$15.9B
Discretionary$14.8B
Non-Disc.$1B
Employees190
Clients67
DateAug 2022
Total AUM$15.9B
Discretionary$14.8B
Non-Disc.$1B
Employees190
Clients67
DateMay 2022
Total AUM$15.9B
Discretionary$14.8B
Non-Disc.$1B
Employees190
Clients67
DateMay 2022
Total AUM$15.9B
Discretionary$14.8B
Non-Disc.$1B
Employees190
Clients67
DateApr 2022
Total AUM$15.9B
Discretionary$14.8B
Non-Disc.$1B
Employees190
Clients67
DateMar 2022
Total AUM$15.9B
Discretionary$14.8B
Non-Disc.$1B
Employees190
Clients67
DateJul 2021
Total AUM$14.4B
Discretionary$13.8B
Non-Disc.$640.2M
Employees144
Clients3
DateMar 2021
Total AUM$14.4B
Discretionary$13.8B
Non-Disc.$640.2M
Employees144
Clients3
DateDec 2020
Total AUM$13.3B
Discretionary$12.7B
Non-Disc.$618.6M
Employees135
Clients1
DateJul 2020
Total AUM$13.3B
Discretionary$12.7B
Non-Disc.$618.6M
Employees135
Clients1
DateJun 2020
Total AUM$13.3B
Discretionary$12.7B
Non-Disc.$618.6M
Employees135
Clients1
DateMar 2020
Total AUM$13.3B
Discretionary$12.7B
Non-Disc.$618.6M
Employees135
Clients1
DateSep 2019
Total AUM$12.8B
Discretionary$12.3B
Non-Disc.$567.4M
Employees133
Clients0
DateJul 2019
Total AUM$6.8B
Discretionary$6.4B
Non-Disc.$383.4M
Employees96
Clients2
DateMar 2019
Total AUM$6.8B
Discretionary$6.4B
Non-Disc.$383.4M
Employees96
Clients2
DateDec 2018
Total AUM$7.4B
Discretionary$7B
Non-Disc.$468.7M
Employees105
Clients2
DateJul 2018
Total AUM$7.4B
Discretionary$7B
Non-Disc.$468.7M
Employees105
Clients2
DateMar 2018
Total AUM$7.4B
Discretionary$7B
Non-Disc.$468.7M
Employees105
Clients2
DateJun 2017
Total AUM$6.7B
Discretionary$6.3B
Non-Disc.$399M
Employees116
Clients3,374
DateMar 2017
Total AUM$6.7B
Discretionary$6.3B
Non-Disc.$399M
Employees116
Clients3,374
DateFeb 2017
Total AUM$7.1B
Discretionary$6.3B
Non-Disc.$839.4M
Employees140
Clients3,584
DateJan 2017
Total AUM$7.1B
Discretionary$6.3B
Non-Disc.$839.4M
Employees140
Clients3,584
DateJan 2017
Total AUM$7.1B
Discretionary$6.3B
Non-Disc.$839.4M
Employees140
Clients3,584
DateDec 2016
Total AUM$7.1B
Discretionary$6.3B
Non-Disc.$839.4M
Employees140
Clients3,584
DateMay 2016
Total AUM$7.1B
Discretionary$6.3B
Non-Disc.$839.4M
Employees140
Clients3,584
DateMar 2016
Total AUM$7.1B
Discretionary$6.3B
Non-Disc.$839.4M
Employees140
Clients3,584
DateDec 2015
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees145
Clients2,100
DateNov 2015
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees145
Clients2,100
DateOct 2015
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees136
Clients2,100
DateSep 2015
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees136
Clients2,100
DateJul 2015
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees136
Clients2,100
DateJun 2015
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees136
Clients2,100
DateJun 2015
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees136
Clients2,100
DateApr 2015
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees136
Clients2,100
DateFeb 2015
Total AUM$8.9B
Discretionary$7.8B
Non-Disc.$1.1B
Employees136
Clients2,100
DateDec 2014
Total AUM$4.5B
Discretionary$3.3B
Non-Disc.$1.2B
Employees80
Clients2,100
DateNov 2014
Total AUM$4.5B
Discretionary$3.3B
Non-Disc.$1.2B
Employees80
Clients2,100
DateOct 2014
Total AUM$4.5B
Discretionary$3.3B
Non-Disc.$1.2B
Employees80
Clients2,100
DateOct 2014
Total AUM$4.5B
Discretionary$3.3B
Non-Disc.$1.2B
Employees80
Clients2,100