SVB WEALTH LLC
Doing business as SVB WEALTH. SEC Form ADV profile.
Total regulatory AUM
$3,095,230,922
Discretionary
$3,039,659,346
Non-discretionary
$55,571,576
Firm details
- CRD number
- 172832
- SEC file number
- 801-80480
- Main office
- BOSTON, MA, United States
- Employees
- 73
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.