Key facts
- SVB WEALTH is a other based in BOSTON, MA.
- SVB WEALTH reports $37.8M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 172832- Regulatory AUM
- $37.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 73
- Registered office
- BOSTON, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SVB WEALTH LLC).
Free account
See the whole book
- ·Watchlist + alerts for SVB WEALTH's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for SVB WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is SVB WEALTH's AUM?
- SVB WEALTH manages approximately $37.8M in assets.