CRD: 157856
Silverman + Associates Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-27-2011
- Office Locations
- 1
Office Locations
About Silverman + Associates Wealth Management, LLC
Silverman + Associates Wealth Management (Tucson, AZ) provides financial planning and investment management for individuals focused on retirement readiness, including a complimentary “Second Opinion” review of existing plans. Portfolios primarily use diversified public-market vehicles such as mutual funds and ETFs. Founder Mark Silverman also hosts the “$aving With $ilverman” weekend radio show, offering a differentiated local prospecting channel.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
MARK FRANKLIN SILVERMAN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2333409
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,300,000 | -- |
| Non-Discretionary | $80,000 | -- |
| Total | $101,380,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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