SVB Wealth - Investment Advisers

About SVB Wealth

SVB Wealth LLC is an investment adviser headquartered in Boston, Massachusetts. The firm reports regulatory assets under management of $3.1 billion and has 73 employees. It is one of the investment advisers in Massachusetts listed in this directory. SVB Wealth is an affiliate of First Citizens BancShares, Inc., a bank holding company, and is registered with the U.S. Securities and Exchange Commission as an investment adviser. Its advisory services are offered under the First Citizens Wealth name alongside those of First Citizens Asset Management, Inc. and First Citizens Investor Services, Inc., a registered broker-dealer. Within the directory of US investment advisers, the firm appears as an investment adviser. Disclosure information for SVB Wealth and its investment professionals is published on the First Citizens website. --- Note: Only two link slots were provided, so the text uses both. The commercial transaction examples in the source material were left out because they do not describe this firm.

Key Facts

Assets Under Management

$3.1B

Employees

73

SEC File Number

801-80480