Charles
Tran
Silicon Valley Wealth Advisors, LLC
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About this Advisor
Charles Tran is a financial advisor based out of San Jose, California. Tran currently works for Silicon Valley Wealth Advisors, LLC. The advisor has gained experience at Full Time Student, Raging Waters/Palace Entertainment, Red Lobster Hospitality LLC, Varian Medical Systems, Kla, Atlassian and Silicon Valley Wealth Advisors. Tran holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in California. Silicon Valley Wealth Advisors, LLC is a registered investment firm that has its headquarters in San Jose, CA. The investment advisory business has a total of six people on staff. It manages $329 million in assets under management among its 796 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 796 client accounts, 43% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually depend on the financial services offered. However, fee types charged by Silicon Valley Wealth Advisors, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Silicon Valley Wealth Advisors, LLC Brokerage Details
$329,150,035
6
796
$413,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Charles Tran Work History
Charles has been registered as a financial advisor for 0 years.*
Silicon Valley Wealth Advisors
Atlassian
Kla
Varian Medical Systems
Full Time Student
Full Time Student
Red Lobster Hospitality LLC
Raging Waters/Palace Entertainment
Full Time Student
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Tran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Silicon Valley Wealth Advisors, LLC
San Jose, CA
San Jose, CA
San Jose, CA
San Jose, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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