Silicon Valley Wealth Advisors

EST. AUM
$329,150,035

CONTACTS
2

CLIENT ACCOUNTS
796

Firm Details

Metro area San Jose
CRD Number 106017
Website allworthfinancial.com
Client types

Overview

Silicon Valley Wealth Advisors, LLC, which was acquired by Allworth Financial, is an independent, fee-only wealth management and financial planning firm with convenient locations in Half Moon Bay and Campbell, California. Its professional financial advisors and investment specialists help wealthy individuals and families manage their investments and make sound financial decisions. Based on their clients' needs, the team skillfully builds and manages comprehensive financial solutions for their lives.

Platform Details

Investment Preferences

Alternative Activity