Svb Wealth Llc
SEC-registered
Bank · Mid-sized ($1B–$10B)
CRD 172832
· SEC file 801-80480
· Boston, MA
· www.linkedin.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $3.1B
- Discretionary
- $3.0B
- Clients
- 1,101
- Avg AUM / client
- $2.8M
- Accounts
- 2,623
- Employees
- 73
AUM over time
$3.1B
$15.9B
Oct 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 494 | $184M | 5.95% |
| High net worth individuals | 530 | $2.2B | 72.3% |
| Pension and profit sharing plans | 3 | $23.0M | 0.74% |
| Charitable organizations | 13 | $212M | 6.86% |
| Corporations and other businesses | 61 | $438M | 14.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sidley Austin Llp Savings And Investment Plan Sidley Austin Llp | 2024 | |
| Boston Boatworks, Llc 401(k) Plan Boston Boatworks, Llc | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (86)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brent Ciliano | Chief Investment Officer | CFA | Aug 2023 (3y) | Less than 5% |
| David Lee Biliter | President | CFP | Aug 2023 (3y) | Less than 5% |
| Longest, Michael Lee | Chief Financial Officer | Aug 2023 (3y) | Less than 5% | |
| Michael Christopher Wilson | Wealth Management Executive | Aug 2023 (3y) | Less than 5% | |
| Harps, Thomas Bittenbender | Interim Chief Compliance Officer | Nov 2024 (2y) | Less than 5% | |
| Nancy Perez | Registered representative | CFA | Jan 2015 (12y) | |
| Jason John Mcpharlin | Registered representative | Jan 2015 (12y) | ||
| Stephen Kent Mergler | Registered representative | Jan 2015 (12y) | ||
| Krista M. Conover | Registered representative | Jan 2015 (12y) | ||
| Douglas Reynolds Scott Swenson | Registered representative | Jan 2015 (12y) | ||
| Michael C Finley | Registered representative | May 2016 (10y) | ||
| Jennifer Wright Heeren | Registered representative | Mar 2017 (9y) | ||
| Garrett Joseph Mancini | Registered representative | CFA | Aug 2018 (8y) | |
| Michael C Mcnabb | Registered representative | Jul 2019 (7y) | ||
| Andres Guillermo Coles | Registered representative | Feb 2020 (6y) | ||
| Marc Tabah | Registered representative | Nov 2020 (6y) | ||
| Olga Lidia De Value | Registered representative | CFP | Feb 2021 (5y) | |
| Clarissa Ann Smith | Registered representative | Apr 2021 (5y) | ||
| William Bonham Scoggins | Registered representative | Aug 2021 (5y) | ||
| Timothy Stephen Davis | Registered representative | CFP | Dec 2021 (5y) | |
| Casey Daniel Paton | Registered representative | CFP CFA | Feb 2022 (4y) | |
| David Thomas Buxton | Registered representative | CFP | Feb 2022 (4y) | |
| Mark T Childs | Registered representative | Feb 2022 (4y) | ||
| Arend Johannes Warmerdam | Registered representative | Mar 2022 (4y) | ||
| Michael J Conway | Registered representative | Mar 2022 (4y) | ||
| Maximilian Ortiz | Registered representative | Mar 2022 (4y) | ||
| Ryan Michael Ficks | Registered representative | Mar 2022 (4y) | ||
| Ann Thai Duong Huynh | Registered representative | Jun 2022 (4y) | ||
| Bryce William Larson | Registered representative | Jun 2022 (4y) | ||
| Garek Edward Parry | Registered representative | Jun 2022 (4y) | ||
| Joshua Gary Thomas | Registered representative | Jun 2022 (4y) | ||
| Judy Han | Registered representative | Jun 2022 (4y) | ||
| Marcelo Ricardo Marinho Gomes | Registered representative | Jun 2022 (4y) | ||
| Qwendalynn Thuc Lai | Registered representative | Jun 2022 (4y) | ||
| Carol Le | Registered representative | Jun 2022 (4y) | ||
| Thomas O'keefe | Registered representative | CFA | Jul 2022 (4y) | |
| Ann Marie Lucchesi | Registered representative | CFP | Sep 2022 (4y) | |
| Robert Michael Mastrogiacomo | Registered representative | Sep 2022 (4y) | ||
| Daniel R Koenig | Registered representative | Sep 2022 (4y) | ||
| Olivia Kristine Van Amsterdam | Registered representative | Sep 2022 (4y) | ||
| Precious Devine Stansberry | Registered representative | Oct 2022 (4y) | ||
| Connell Robert Maclean | Registered representative | Nov 2022 (4y) | ||
| Matthew Thomas Giuttari | Registered representative | Nov 2022 (4y) | ||
| Joseph David Salman Tehrani | Registered representative | Nov 2022 (4y) | ||
| Courtney Grace Spagna | Registered representative | Nov 2022 (4y) | ||
| Dimitrina K Atanasova | Registered representative | Nov 2022 (4y) | ||
| Jeffrey Scott Rhineheart | Registered representative | Aug 2023 (3y) | ||
| Mahshid Kamali | Registered representative | Oct 2023 (3y) | ||
| La Shaun Howard | Registered representative | Jan 2024 (3y) | ||
| Carl David Robinson | Registered representative | Feb 2024 (2y) | ||
| Katia Friend | Registered representative | Mar 2024 (2y) | ||
| Aaron John Lassanske | Registered representative | CFA | Apr 2024 (2y) | |
| Patricia Marie Macdonald | Registered representative | May 2024 (2y) | ||
| Amy Stacy Born | Registered representative | CFP CFA | May 2024 (2y) | |
| Sunny B Patel | Registered representative | May 2024 (2y) | ||
| Mary Clare Nugent Bohn | Registered representative | Jul 2024 (2y) | ||
| Donna Marie Rose | Registered representative | Jul 2024 (2y) | ||
| Alexsandro A Ingargiola | Registered representative | Aug 2024 (2y) | ||
| Mary Elizabeth Kade | Registered representative | Nov 2024 (2y) | ||
| Jeffrey Noveda Manuel | Registered representative | Jan 2025 (2y) | ||
| Alexander S Garrett | Registered representative | Feb 2025 (1y) | ||
| Serina M. Shores | Registered representative | Jun 2025 (1y) | ||
| Jennifer Marie Stoody | Registered representative | Jun 2025 (1y) | ||
| Landon Trent Lea | Registered representative | Jul 2025 (1y) | ||
| Thomas Walt Lifson | Registered representative | Jul 2025 (1y) | ||
| Michael Curtis Lodsin | Registered representative | Jul 2025 (1y) | ||
| Jason Thomas Cyza | Registered representative | Jul 2025 (1y) | ||
| Kurt Hayes Sims | Registered representative | Jul 2025 (1y) | ||
| Richard John Grasfeder | Registered representative | CFA | Jul 2025 (1y) | |
| Eraine Johnson Parker | Registered representative | Aug 2025 (1y) | ||
| Charles Falconer Mc Callum | Registered representative | CFP | Aug 2025 (1y) | |
| James Rutledge Carson | Registered representative | Sep 2025 (1y) | ||
| Cary Lee Beach | Registered representative | Oct 2025 (1y) | ||
| Johanna Marie Mears | Registered representative | Oct 2025 (1y) | ||
| Eric Sheldon Stern | Registered representative | Nov 2025 (1y) | ||
| Rafael A. Svelti | Registered representative | CFP | Nov 2025 (1y) | |
| Timothy Penn Nugent | Registered representative | CFP | Dec 2025 (1y) | |
| Marc Kevin Horgan | Registered representative | Feb 2026 (0y) | ||
| Lee Vann Erby | Registered representative | Apr 2026 (0y) | ||
| David Boyd Lentz | Registered representative | Apr 2026 (0y) | ||
| Art Saldivar | Registered representative | May 2026 (0y) | ||
| Ethan Seth Van Eck | Registered representative | May 2026 (0y) | ||
| Dwight Mathis | Registered representative | CFP | May 2026 (0y) | |
| Kenneth Gordon Duncan | Registered representative | Jun 2026 (0y) | ||
| Brian Nicholas Mcbride | Registered representative | Jun 2026 (0y) | ||
| Charles Andrew Johnson | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| First Citizens Bank & Trust Company | Parent | Mar 2023 | A | 75% or more |
| First Citizens Bancshares, Inc. | 100% Owner | Mar 2023 | B | ≈ 56.25% – 100% via First Citizens Bank & Trust Company |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- First Citizens Bancshares, Inc.: 75% – 100% of First Citizens Bank & Trust Company × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sidley Austin Llp Savings And Investment Plan | Sidley Austin Llp | 3,442 | $1.9B | 01/01/2024 |
| Boston Boatworks, Llc 401(k) Plan | Boston Boatworks, Llc | 19 | $4.7M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.79 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $2.3B (75% of AUM) Mar 2026
- Sei Investments Distribution Co. $2.2B (30% of AUM) Dec 2018
- Boston Private Bank & Trust $1.0B (15% of AUM) Nov 2024
- Charles Schwab & Co. $728M (24% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗