SVB WEALTH ADVISORY, INC.

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SVB Wealth Advisory is based out of San Francisco. SVB Wealth Advisory is a large advisory firm with 313 clients and discretionary assets under management (AUM) of $348,449,654 (Form ADV from 2020-01-09). Their last reported 13F filing for Q4 2019 included $105,480,000 in managed 13F securities and a top 10 holdings concentration of 77.84%. SVB Wealth Advisory's largest holding is Vanguard S&P 500 ETF with shares held of 89,993. 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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SVB WEALTH ADVISORY, INC.
505 HOWARD STREET THIRD FLOOR
SAN FRANCISCO CA    94105
Country: United States

Business Phone: 415-764-3145
Fax: 650-362-6554
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 52
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 313
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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