SILICON HILLS WEALTH MANAGEMENT, LLC

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Silicon Hills Wealth Management is based out of Austin. Silicon Hills Wealth Management is a large advisory firm with 205 clients and discretionary assets under management (AUM) of $220,683,050 (Form ADV from 2019-03-28). Their last reported 13F filing for Q4 2019 included $130,535,000 in managed 13F securities and a top 10 holdings concentration of 50.68%. Silicon Hills Wealth Management's largest holding is Invesco S&P 500 Equal Weight ETF with shares held of 332. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SILICON HILLS WEALTH MANAGEMENT
8834 N. CAPITAL OF TEXAS HIGHWAY SUITE 200
AUSTIN TX    78759
Country: United States

Business Phone: (512) 774-5340
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 5
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 205
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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SILICON HILLS WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
WERNER, JAMES, ALLEN MANAGING MEMBER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SILICON HILLS WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2012-10-01
SILICON HILLS WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2012-10-01
BROWN, THOMAS, WILLIAM MANAGING MEMBER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SILICON HILLS WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2012-10-01
FRIEDMAN, PAMELA, HEIDI MEMBER AND CCO 02/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SILICON HILLS WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2013-02-01
SILICON HILLS WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CCO direct 2013-02-01

SILICON HILLS WEALTH MANAGEMENT, LLC

ownership team - last updated 2017-04-07
Name Title Start Date Direct/Indirect % Ownership
WERNER, JAMES, ALLEN MANAGING MEMBER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SILICON HILLS WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2012-10-01
SILICON HILLS WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2012-10-01
BROWN, THOMAS, WILLIAM MANAGING MEMBER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SILICON HILLS WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2012-10-01
FRIEDMAN, PAMELA, HEIDI MANAGING MEMBER AND CCO 02/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SILICON HILLS WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2013-02-01
SILICON HILLS WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CCO direct 2013-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SILICON HILLS CIELO II INVESTORS, LP United States 805-5084695749 Private Equity Fund 1,250,000 100,000 Fund of Funds
SILICON HILLS CIRCLEUP INVESTORS. LP United States 805-6213610163 Private Equity Fund 1,050,000 100,000 Fund of Funds
SILICON HILLS GRAVITANT INVESTORS, LP United States 805-5007596573 Private Equity Fund 15,509 100,000 Fund of Funds

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