Silicon Valley Wealth Advisors LLC
Legal Name: SILICON VALLEY WEALTH ADVISORS, LLC
Full Contact Details
Silicon Valley Wealth Advisors LLC
3190 S. BASCOM AVENUE, SUITE 210, SAN JOSE, CA
408-688-0888
408-688-0880
Other Info
Silicon Valley Wealth Advisors LLC, a California Limited Liability Company, provides advisory services with a team of 5 experienced advisors. With 7 employees, the firm serves a limited 4 clients. The U.S. Securities and Exchange Commission has approved the company's registration since July 7, 1992.
Home: Silicon Valley Wealth Advisors of San Jose, CA
We are your partners, helping you achieve financial success so that your wealth becomes a catalyst for the accomplishment of your life goals. We want to help you reach further, dream bigger, and go beyond what you thought was possible.
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Direct Owners
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CHRISTOPHER ALLEN DUKE
MEMBER, SENIOR WEALTH ADVISOR owns more than 10% but less than 25%
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LASECKE ENTERPRISES, LLC
MEMBER owns 75% or more
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TRACY FRANK LASECKE
CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%