DBA: SVB WEALTH
| Total AUM | $3.10B |
| Discretionary | $3.04B98% of AUM |
| Non-Discretionary | $55.6M |
| Client Accounts | 2,623 |
| Avg Account Size | $1.2M |
| Employees | 73 |
| Peak AUM | $15.88BMar 2022 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.1B | 37.9% | 40.6% | 26.5% | |
| Discretionary AUM | $3.0B | ||||
| Total AUM | $3.10B |
| Discretionary | $3.04B |
| Employees | 73 |
| Client Accounts | 2623 |
| Client Range | 251-500 |
Address
53 STATE STREET
BOSTON MA 02109
Phone
6179124485
Filing History
59 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.0B
98.2% of AUM
Non-Discretionary
$56M
1.8% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Custody
| -3.2% /yrover 11 yrs · 59 filings |
Total AUM
$3.1B
| 38.1% |
| 40.0% |
| 26.1% |
| Non-Disc. AUM | $56M | 27.4% | 56.2% | 38.7% |
| Total Accounts | 3k | 29.8% | 38.3% | 28.4% |
| Avg Account Size | $1M | 11.5% | 3.7% | +2.7% |
| Employees | 73 | 14.1% | 33.3% | 12.7% |
| AUM / Employee | $42M | 27.7% | 10.9% | 15.8% |
Client AUM Segments | |||||
| Wealth AUM | $2.4B | 35.4% | 43.1% | 28.8% | |
| Institutional AUM | $673M | 45.5% | 25.0% | 10.8% | |
Client Count Segments | |||||
| HNW Clients | 494 | 25.8% | 28.5% | 15.8% | |
| Institutional | 77 | 20.6% | 17.3% | 12.4% | |
| Individuals | 530 | 23.0% | 35.6% | 22.3% | |