Svb Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $3.1B in regulatory assets under management, 73 employees, 24 offices, and 2,623 accounts.
Assets Under Management
$3.1B
Employees
73
Offices
24 offices
Total Clients
1,101
Primary office
BOSTON, MA
53 STATE STREET, 28TH FLOOR, BOSTON, MA, United States
Top client segmentHNWI represent 48.1% of total clients.
Top client categories% of clientsClients
1
HNWI
48.1%
530
2
Individuals
44.9%
494
3
Corporations
5.5%
61
4
Charitable
1.2%
13
5
Pension Plans
0.3%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of March 31, 2026
Discretionary98.2%
$3.0B
98% of total RAUM98.2%
Non-discretionary1.8%
$56M
2% of total RAUM1.8%
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.
Total AUM$3.1B
Total Accounts2,623
10Y AUM Change$-3.6B (-54.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees73
Clients per Employee15:1
10Y Employee Change-43 (-37.1%)
* 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.