What departments does Silicon Valley Wealth Advisors have?

Silicon Valley Wealth Advisors has employees across 1 departments including Finance.

What is the largest department at Silicon Valley Wealth Advisors?

The largest department at Silicon Valley Wealth Advisors is Finance with 1 employees.

Where are Silicon Valley Wealth Advisors employees located globally?

Silicon Valley Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Silicon Valley Wealth Advisors's team size changed over time?

Silicon Valley Wealth Advisors's team has remained stable from approximately 3 to 3 employees based on available data.

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Silicon Valley Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Silicon Valley Wealth Advisors is an independent, fee-only wealth management and financial planning firm that provides portfolio management and strategic oversight. It serves wealthy individuals and families by offering comprehensive personal financial planning, retirement planning, and tax planning to support long-term investment decisions. With operations in California, the firm maintains locations in Palo Alto and Campbell and lists a San Jose address. In December 2023, news reported that Allworth Financial Group acquired Silicon Valley Wealth Advisors.

Silicon Valley Wealth Advisors Global Highlights

North America
3

United States Of America
3

Silicon Valley Wealth Advisors's Leadership

D. H.
Financial Planning Associate
Mobile Phone
Email

Silicon Valley Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Silicon Valley Wealth Advisors

Name

Title

Contact

Location

Last Update

D. H.
Financial Planning Associate
Mobile Phone
Email
United StatesNorth Carolina
Nov 01, 2024

Frequently Asked Questions

What is Silicon Valley Wealth Advisors known for?

Silicon Valley Wealth Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-408-688-****

. Explore Silicon Valley Wealth Advisors's company overview page for more information.

What is Silicon Valley Wealth Advisors's most common email format?

Silicon Valley Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Silicon Valley Wealth Advisors email formats with LeadIQ.

How many employees does Silicon Valley Wealth Advisors have currently?

Silicon Valley Wealth Advisors has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Silicon Valley Wealth Advisors's key employees and leadership?

As of July 2026, Silicon Valley Wealth Advisors's key employees include:

Financial Planning Associate: D. H.

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Silicon Valley Wealth Advisors Employee Directory

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