Company Information

Get to know Wealth Management Group of Silicon Valley

Wealth Management Group of Silicon Valley is a full-service financial firm based in Milpitas, California. The firm's mission is to help individuals and businesses pursue their financial goals by offering a wide range of financial products and services. They emphasize a personalized, hands-on approach to build long-term client relationships. Their advisors offer securities and advisory services through LPL Financial, a major independent broker-dealer in the United States.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Wealth Management Group of Silicon Valley

United States

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.