Silicon Valley Retirement Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Jose, CA. Its latest Form ADV filing, dated February 9, 2026, reports $1.4B in regulatory assets under management, 2 employees, 1 office, and 50 accounts.
Assets Under Management
$1.4B
Employees
2
Offices
1 office
Total Clients
50
Primary office
SAN JOSE, CA
2570 N. FIRST ST, SECOND FLOOR, SUITE 276, SAN JOSE, CA, United States
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of February 9, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.4B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts50
10Y AUM Change+$1.0B (+268.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee25:1
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.