Silveria Wealth Group, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 337591
· Boise, ID
· www.silveriawealth.com
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ADV data as of Sep 01, 2026
- Regulatory AUM
- $350K
- Discretionary
- $350K
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 4
- Employees
- 1
AUM over time
$304K
$350K
Mar 25, 2026
Sep 1, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $350K | 100.0% |
| High net worth individuals | Fewer than 5 clients | $0 | — |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Casey Bowman Silveria | Registered representative | Aug 2025 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 984 KB | 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
- • Other fees
- • PROJECT FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 01, 2026.
View current Form ADV (SEC/IAPD) ↗