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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-15-2000
- Office Locations
- 1
Office Locations
About Siler Wealth Management
Siler Wealth Management is a Longwood, FL firm serving retail clients, including business owners, with financial planning and portfolio construction, plus estate, retirement-plan and insurance planning. Portfolios are ETF-forward (majority of SMA assets in ETFs) alongside mutual funds and investment-grade/government bonds and cash. Custodied with Schwab and supports held-away assets via Pontera.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
LEE ANTHONY SILER
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1832058
- Ownership
- 75% or more
Patricia Jean Button
Director, Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JUSTIN THOMAS KENNEY
Investment Advisor
- CRD
- #4165583
DAGEAN LARSEN
Chief Executive Officer
- CRD
- #7203632
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,087,798 | $590,650 |
| Non-Discretionary | $181,479,550 | $157,398 |
| Total | $188,567,348 | $161,860 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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