SAN DIEGO, CACRD 295339Latest ADV February 3, 2026
Silvia Mccoll Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated February 3, 2026, reports $283M in regulatory assets under management, 2 employees, and 357 accounts.
Assets Under Management
$283M
Employees
2
Offices
--
Total Clients
110
Primary office
SAN DIEGO, CA
600 W BROADWAY, SUITE 700, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.6% of total clients.
Top client categories% of clientsClients
1
HNWI
53.6%
59
2
Individuals
46.4%
51
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$283Mas of February 3, 2026
Discretionary98.4%
$279M
98% of total RAUM98.4%
Non-discretionary1.6%
$5M
2% of total RAUM1.6%
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$283M
Total Accounts357
10Y AUM Change+$283M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee55:1
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.