$3.1B Total AUM
$3.0B Disc. AUM
-38.0% 3Y CAGR
73 Employees
1,101 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2014
- Office Locations
- 29
Office Locations
100 East Tryon Rd. Raleigh NC
1000 Wilson Blvd Suite 2101 Arlington VA
11 West 42nd Street NEW York NY
About SVB Wealth
SVB Wealth is a Boston-based RIA with 29 offices. The firm has been operating for 11 years. Managing $3.1B in total assets under management, with 36 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
46 AVG AGE
$86.0M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
3.5 yrs AVG TENURE
73 Employees
36 Advisory Reps
73 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DAVID LEE BILITER
DIRECTOR, President
- CRD
- #1690995
- Ownership
- Less than 5%
Available
Available
Available
BRENT CILIANO
Chief Investment Officer, DIRECTOR, Partner
- CRD
- #3058895
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
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D
DIMITRINA K ATANASOVA
--
- CRD
- #6817011
Available
Available
Available
CARY LEE BEACH
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- CRD
- #4445764
Available
Available
Available
Showing 2 of 85 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,039,659,346 | $1,191,089 |
| Non-Discretionary | $55,571,576 | $782,698 |
| Total | $3,095,230,922 | $1,180,035 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
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Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
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Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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