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SILICON VALLEY RETIREMENT SERVICES, LLC
CRD 154756File 801-71756
APPROVED
Retail clients
Filing as of Feb 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.40B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.40B
Clients
50
50 accounts
Employees
2
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 12, 2010
- Principal office
- 2570 N. FIRST ST, SECOND FLOOR, SUITE 276, SAN JOSE, CA, 95131
- Phone
- 408-572-5572
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.40B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.40B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 50
- Total accounts
- 50
- AUM per client
- $28.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 50 | $1.40B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 55 | 50 | decreased by5 |
| Mar 1, 2026 | AUM | $1,136,720,218 | $1,401,467,613 | increased by$264,747,395 |
| Mar 1, 2026 | Accounts | 55 | 50 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 54 | 55 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,047,014,435 | $1,136,720,218 | increased by$89,705,783 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 52 | 55 | increased by3 |
| Mar 1, 2022 | Clients | 56 | 54 | decreased by2 |
| Mar 1, 2022 | AUM | $841,801,175 | $1,047,014,435 | increased by$205,213,260 |
| Mar 1, 2022 | Accounts | 56 | 52 | decreased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SILICON VALLEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SILICON VALLEY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.