Silicon Hills Wealth Management
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Overview
Silicon Hills Wealth Management is a financial advisory firm based in Austin, Texas. The company manages $240.7 million in assets throughout 632 customer accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). It has a small group, including 4 financial advisors. Silicon Hills Wealth Management is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like equities, options and bonds.
Silicon Hills Wealth Management manages most of the company's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions without requiring the customer's authorization. The firm also oversees 34 non-discretionary accounts totaling $1.8 million in AUM. The investment advisory firm's average account size is $380,862. The typical financial advisor at Silicon Hills Wealth Management administers about 158 client accounts.
Silicon Hills Wealth Management's central office is at 8834 N. Capital Of Texas Highway, Austin, Texas 78759. The firm is legally permitted to serve investors across a number of states, including California, Colorado and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Silicon Hills Wealth Management by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$240.7 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
6
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
632
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$380.9 thousand
Products and Services
Silicon Hills Wealth Management provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the prior fiscal year, Silicon Hills Wealth Management provided financial planning services to 1-10 of its customers. The company is not engaged in selling products or offering services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually depend on the services offered. Fee types billed by the company can be comprised of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to retail investors and high net worth investors. Out of its 632 customers, Silicon Hills Wealth Management's largest client group is high net worth investors, but it also caters to 127 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 69.4%
- Other Individuals - 30.6%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Silicon Hills Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Silicon Hills Wealth Management
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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