RIA Intel›Advisers›Massachusetts›SVB WEALTH LLC

SVB WEALTH LLC

Advisory

N·BOSTON, MA

Data as of Jan 27, 2026 · Source: SEC Form ADV

Total AUM

$5.0B

1-Year AUM Growth

-55.1%

3-Year CAGR

-21.0%

Employees

58

Assets Under Management

Total AUM$5.0B

Discretionary AUM$4.9B

Non-Discretionary AUM$77M

Discretionary %98.5%

Total Clients1,451

Team

Total Employees58

Investment Advisers85

Employee Growth (1Y)-40.8%

Filing History

Total Filings on Record47

First FilingOct 9, 2014

Latest FilingJan 27, 2026

🔒 Full AUM trend chart and 47 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SVB WEALTH LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.