SILVIA MCCOLL WEALTH MANAGEMENT, LLC

CRD 295339File 801-113331

APPROVED

Retail clients

Custody

Filing as of Feb 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$283.4M

Below cohort median (national)

Discretionary AUM

$278.8M

Non-discretionary $4.6M

Clients

110

357 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jun 1, 2018
Principal office: 600 W BROADWAY, SUITE 700, SAN DIEGO, CA, 92101
Phone: (619) 637-9920
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/SILVIA-MCCOLL-WEALTH-MANAGEMENT/?VIEWASMEMBER=TRUE

Assets & accounts

ADV Item 5F

Total regulatory AUM: $283.4M
Discretionary AUM: $278.8M
Non-discretionary AUM: $4.6M
Discretionary accounts: 343
Non-discretionary accounts: 14
Total accounts: 357
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$10K
Charitable organizations	Fewer than 5	$10.5M
High net worth individuals	59	$247.1M
Pension and profit sharing plans	Fewer than 5	$850K
Individuals (other than high net worth individuals)	51	$25.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

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.