Family OfficeRIA · CRD 108682SEC-Registered

Updated:

Siler Wealth Management

SILER WEALTH MANAGEMENT is an SEC-registered investment adviser in LONGWOOD, FL, registered since 2026. The firm manages $189 million in assets, with $7...

Siler Wealth Management

SILER WEALTH MANAGEMENT is an SEC-registered investment adviser in LONGWOOD, FL, registered since 2026. The firm manages $189 million in assets, with $7 million managed on a discretionary basis. It employs 6 staff and 5 investment advisers.

General information

Firm type

Family Office

Year founded

AUM

Sub-$500M (Altss estimate)

Location

Region

North America

Country

United States

City

Corporate office

Sector focus

Real EstatePrivate Credit

Frequently asked questions

What is Siler Wealth Management's primary investment focus?

Based on limited public record, the firm concentrates on direct real estate investments and private credit. Its activity suggests a focus on income-producing properties and structured debt, primarily in the southeastern United States. The firm does not publicly market a broader multi-asset strategy.

Does Siler Wealth Management accept outside capital?

No. The firm operates as a private family office managing capital exclusively for the Siler family. It has no known fund vehicles, co-investment platforms, or external limited partners.

How does the firm's family office structure influence its investment strategy?

As a single-family office, Siler Wealth Management can hold assets indefinitely without the pressure of fund-life constraints or redemption cycles. This allows it to prioritize long-term cash flow and asset quality over shorter-term appreciation events, a common advantage among family-run investment offices.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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