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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-15-2025
- Office Locations
- 1
Office Locations
About Silveria Wealth Group, LLC
Silveria Wealth Group is a Boise-based RIA serving clients nationwide, providing financial assessments, wealth advisory and ongoing investment management. The firm uses its “Roles & Rules” (R&R Investing) framework—assigning dollars to defined roles and managing portfolios with data-driven rules tied to client goals—to build resilient, diversified allocations for families and charitable organizations. Founded by Casey Silveria, with experience in treasury, capital markets and private equity.
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
Casey Bowman Silveria
Chief Compliance Officer, Owner
- CRD
- #8124695
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $303,666 | -- |
| Non-Discretionary | $0 | -- |
| Total | $303,666 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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