← Directory
SVB WEALTH
Legal name: SVB WEALTH LLC
CRD 172832File 801-80480
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.10B
Top 25% of cohort (national)
Discretionary AUM
$3.04B
Non-discretionary $55.6M
Clients
1,101
2,623 accounts
Employees
73
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 2, 2014
- Principal office
- 53 STATE STREET, 28TH FLOOR, BOSTON, MA, 02109
- Phone
- 6179124485
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.10B
- Discretionary AUM
- $3.04B
- Non-discretionary AUM
- $55.6M
- Discretionary accounts
- 2,552
- Non-discretionary accounts
- 71
- Total accounts
- 2,623
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 61 | $437.6M |
| Charitable organizations | 13 | $212.5M |
| High net worth individuals | 530 | $2.24B |
| Pension and profit sharing plans | Fewer than 5 | $23.0M |
| Individuals (other than high net worth individuals) | 494 | $184.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.