CRD: 295339
Silvia Mccoll Wealth Management, LLC
$283.4M Total AUM
$278.8M Disc. AUM
4.8% 3Y CAGR
2 Employees
110 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2018
- Office Locations
- 1
Office Locations
600 W Broadway Suite 700 SAN Diego CA
About Silvia Mccoll Wealth Management, LLC
Silvia Mccoll Wealth Management, LLC is a SAN Diego-based RIA. The firm has been operating for 8 years. Managing $283.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
36 AVG AGE
$141.7M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
WILLIAM GREGORY MCCOLL
Managing Partner
- CRD
- #1930495
- Ownership
- 50% but less than 75%
Available
Available
Available
BRANDON GLENN SILVIA
Chief Compliance Officer, Managing Partner
- CRD
- #6239135
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,821,191 | $812,890 |
| Non-Discretionary | $4,608,836 | $329,203 |
| Total | $283,430,027 | $793,922 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
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Available Cash:
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Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
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| Available | Available | Available | Available | Available | Available |
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