SILVIA MCCOLL WEALTH MANAGEMENT, LLC
CRD #295339 SEC #801-113331 SAN DIEGO, CA (619) 637-9920
SEC Registered
Total AUM
$258.3M
Discretionary
$253.7M
Employees
2
Clients
51
Accounts
363
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $258.3M | $253.7M | $4.6M | 2 | 0 |
| Feb 2025 | $258.3M | $253.7M | $4.6M | 2 | 0 |
| Feb 2024 | $227.8M | $225.3M | $2.5M | 3 | 0 |
| Aug 2023 | $217.1M | $215M | $2.1M | 3 | 0 |
| Jun 2023 | $217.1M | $215M | $2.1M | 3 | 0 |
| Feb 2023 | $217.1M | $215M | $2.1M | 3 | 0 |
| Jun 2022 | $239.6M | $233.1M | $6.4M | 3 | 0 |
| Mar 2022 | $239.6M | $233.1M | $6.4M | 3 | 0 |
| Mar 2021 | $200.9M | $189.9M | $11M | 3 | 0 |
| Jun 2020 | $167.3M | $167.3M | $0 | 2 | 0 |
| Mar 2020 | $167.3M | $167.3M | $0 | 2 | 0 |
| Mar 2019 | $143.1M | $143.1M | $0 | 3 | 0 |
| Sep 2018 | $140.8M | $140.8M | $0 | 2 | 0 |
| Jun 2018 | $0 | $0 | $0 | 2 | 0 |
| May 2018 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$258.3M
Discretionary$253.7M
Non-Disc.$4.6M
Employees2
Clients0
DateFeb 2025
Total AUM$258.3M
Discretionary$253.7M
Non-Disc.$4.6M
Employees2
Clients0
DateFeb 2024
Total AUM$227.8M
Discretionary$225.3M
Non-Disc.$2.5M
Employees3
Clients0
DateAug 2023
Total AUM$217.1M
Discretionary$215M
Non-Disc.$2.1M
Employees3
Clients0
DateJun 2023
Total AUM$217.1M
Discretionary$215M
Non-Disc.$2.1M
Employees3
Clients0
DateFeb 2023
Total AUM$217.1M
Discretionary$215M
Non-Disc.$2.1M
Employees3
Clients0
DateJun 2022
Total AUM$239.6M
Discretionary$233.1M
Non-Disc.$6.4M
Employees3
Clients0
DateMar 2022
Total AUM$239.6M
Discretionary$233.1M
Non-Disc.$6.4M
Employees3
Clients0
DateMar 2021
Total AUM$200.9M
Discretionary$189.9M
Non-Disc.$11M
Employees3
Clients0
DateJun 2020
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0