# Silvia McColl Wealth Management

Silvia McColl Wealth Management is a Bank / Wealth / Trust based in San Diego, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** silviamccoll.com
- **LinkedIn:** https://www.linkedin.com/company/silvia-mccoll-wealth-management

## Regulatory record

- **CRD number:** 295339
- **SEC file number:** 801-113331
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/295339

## About

Silvia McColl Wealth Management launched in 2018 in San Diego, California, founded by its namesake principal, Silvia McColl. The firm operates as a registered investment advisor, structuring its services broadly across investment management and financial planning. It serves a deliberately diverse client base of individuals, high-net-worth individuals, and organizations. The firm's investment posture is centered on advisory and discretionary management, though its specific asset-class mix and investment vehicles are not publicly detailed. Its website describes a focus on unbiased, judgment-free financial guidance, aligning planning with a client's overall lifestyle rather than a standalone product. Geographic focus defaults to its San Diego home base, with no additional offices disclosed. The firm's scale — whether measured by assets under management, total client relationships, or team size — is not disclosed. No adjacent philanthropic vehicles, operating companies, or peer networks are publicly associated with the advisory practice. No dated operational event from the last 24 months was publicly reported. Structurally, Silvia McColl Wealth Management is a classic independent RIA, a model that ties its regulatory obligations to a fiduciary standard. This is its primary differentiator: an owner-operated, advice-only posture in a market crowded with product-distribution models. The firm's succession and long-term governance structure remain undisclosed.

## People

- Silvia McColl — Principal

## Questions

### What type of clients does the firm advise?

According to its firm description, Silvia McColl Wealth Management advises individuals, high-net-worth individuals, and various organizations. The firm's website emphasizes a judgment-free approach for clients seeking a financial partner aligned with their lifestyle.

### Does the firm manage direct investments or private market funds?

Its specific investment vehicle mix is not disclosed. The firm offers investment advisory services, including investment management and financial planning, but it does not publicly detail whether it constructs portfolios using direct securities, third-party funds, or alternative assets.

## Related profiles

- [Silvestri Financial and Tax Advisors](https://altss.com/profile/silvestri-financial-and-tax-advisors)
- [SIMEDHealth](https://altss.com/profile/simedhealth)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/silvia-mccoll-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology