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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-13-2016
- Office Locations
- 1
Office Locations
About Silicon Private Wealth, LLC
Silicon Private Wealth is a Fremont, CA RIA combining goal-based financial and life planning with ongoing portfolio management. The team builds customized strategies using a broad mix of public and select private investments, taking an open-architecture approach beyond any single fund family. They emphasize active risk management alongside low-cost index-linked options, and offer values-based/socially responsible portfolio customization. Founder Patricia Williams has a stated focus on listening to women investors.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
CALUM JOHN CUNNINGHAM
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #6677813
- Ownership
- 25% but less than 50%
SCOTT TAYLOR SMITH
MANAGING DIRECTOR
- CRD
- #2909659
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,714,625 | $559,552 |
| Non-Discretionary | $171,096,484 | $550,149 |
| Total | $177,811,109 | $550,499 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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