SILVIA MCCOLL WEALTH MANAGEMENT, LLC

600 W Broadway
Suite 2625
San Diego, California 92101
Tel: (619) 637-9920

About SILVIA MCCOLL WEALTH MANAGEMENT, LLC

SILVIA MCCOLL WEALTH MANAGEMENT, LLC, formally registered with the SEC as SILVIA MCCOLL WEALTH MANAGEMENT, LLC. The firm was established in 06/01/2018. They have over 1 offices throughout the country.

SILVIA MCCOLL WEALTH MANAGEMENT, LLC is a San Diego, California based Financial Planning firm with nearly $258,302,731 assets under management, offering retirement planning & investment advisory services to 363 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	295339
SEC#	801-113331
Assets Managed by Firm	$258,302,731
No. of Clients	363
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	363	$258,302,731
Individuals (other than high net worth individuals)	56	$26,562,197
High net worth individuals	60	$219,941,961
Pension and profit sharing plans	Fewer than 5 clients	$2,447,396
Charitable organizations	Fewer than 5 clients	$9,315,082
Corporations or other businesses	Fewer than 5 clients	$36,095

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