Siler Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Longwood, FL. Its latest Form ADV filing, dated March 30, 2026, reports $189M in regulatory assets under management, 6 employees, and 1,165 accounts.
Assets Under Management
$189M
Employees
6
Offices
--
Total Clients
664
Primary office
LONGWOOD, FL
100 CROWN OAK CENTRE DRIVE, LONGWOOD, FL, United States
Top client segmentIndividuals represent 90.5% of total clients.
Top client categories% of clientsClients
1
Individuals
90.5%
601
2
HNWI
8.1%
54
3
Pension Plans
1.4%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of March 30, 2026
Discretionary3.8%
$7M
4% of total RAUM3.8%
Non-discretionary96.2%
$181M
96% of total RAUM96.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$189M
Total Accounts1,165
10Y AUM Change+$20M (+11.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee111:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.