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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

SILICON HILLS WEALTH MANAGEMENT

SILICON HILLS WEALTH MANAGEMENT, LLC, CRD 166030

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e3458f12-688a-0615-8c4f-7722c8a3e473

Data as of Mar 28, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 10
On other graphs: 1
Observed: Jun 23, 2014 to Mar 28, 2023
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Silicon Hills Wealth Management

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $241MItem 5.F on the latest filing (2023-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $239M
Private client RAUM: $241MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 632
Individual clients: 56
High net worth clients: 127
SEC number: 801-79992
CRD: 166030
Filings on the tape: 23
First filed: Jun 23, 2014
Latest filed: Mar 28, 2023
Organised: Limited Liability Company, Texas

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SILICON HILLS CIELO II INVESTORS, LP	Private Equity Fund	$1.3M	Jul 19, 2018	10	Mar 17, 2017	dropped	n/a
SILICON HILLS CIRCLEUP INVESTORS. LP	Private Equity Fund	$938,518	Jul 19, 2018	9	Mar 17, 2017	dropped	n/a
SILICON HILLS GRAVITANT INVESTORS, LP	Private Equity Fund	$0	Jul 19, 2018	9	Mar 17, 2017	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROWN, THOMAS, WILLIAM	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	yes	10/2012	Jun 23, 2014	Mar 28, 2023
WERNER, JAMES, ALLEN	Member	C	yes	10/2012	Jun 23, 2014	Mar 28, 2023

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 28, 2023	$241M	$239M	6	4	0	n/a	n/a
2021	Mar 24, 2022	$273M	$271M	7	5	0	n/a	n/a
2020	Mar 17, 2021	$214M	$211M	5	5	0	n/a	n/a
2019	Mar 24, 2020	$264M	$262M	5	5	0	n/a	n/a
2018	Mar 28, 2019	$221M	$221M	5	5	0	n/a	n/a
2017	Mar 20, 2018	$217M	$217M	5	5	0	3	$2.2M
2016	Mar 28, 2017	$175M	$175M	5	4	n/a	3	$2.3M
2015	Mar 25, 2016	$125M	$125M	3	3	n/a	n/a	n/a
2014	Mar 30, 2015	$118M	$118M	3	3	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$241M	$273M	-12.0%	$264M	-3.1%	6	7	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WAVERLY ADVISORS, LLC	4	Aug 17, 2023	Jul 14, 2023	AUSTIN, TX	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (2)

← WERNER, JAMES, ALLENOwnerMEMBER, ownership code C, individual
Jun 23, 2014 to presentfactForm ADV
← BROWN, THOMAS, WILLIAMOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 23, 2014 to presentfactForm ADV

Registered with (9)

← JAMES ALLEN WERNERAdvisorregistration: previous registration
Jan 8, 2013 to Aug 17, 2023factForm ADV
← GLENDA MARIE MOLINAAdvisorregistration: previous registration
Apr 2, 2014 to Aug 17, 2023factForm ADV
← THOMAS WILLIAM BROWNAdvisorregistration: previous registration
Jan 14, 2013 to Aug 17, 2023factForm ADV
← Katia Muriel PalzaAdvisorregistration: previous registration
Oct 23, 2017 to Aug 17, 2023factForm ADV
← Larry Dean RogersAdvisorregistration: previous registration
Sep 22, 2020 to Apr 5, 2023factForm ADV
← Griffin KentAdvisorregistration: previous registration
Sep 16, 2022 to Mar 6, 2023factForm ADV
← RICHARD SCOTT WIMMERAdvisorregistration: previous registration
May 5, 2021 to Oct 19, 2022factForm ADV
← PAMELA HEIDI FRIEDMANAdvisorregistration: previous registration
Feb 6, 2013 to Mar 24, 2020factForm ADV
← Linda Lim YangAdvisorregistration: previous registration
Jun 15, 2018 to Jun 27, 2019factForm ADV

Moved with (1)

→ WAVERLY ADVISORS, LLCRegistered adviser4 advisors, firm absorbed, same day
Aug 17, 2023 to Jul 14, 2023factForm ADV

Advises (3)

→ SILICON HILLS GRAVITANT INVESTORS, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 17, 2017 to Jul 19, 2018factForm ADV
→ SILICON HILLS CIELO II INVESTORS, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 17, 2017 to Jul 19, 2018factForm ADV
→ SILICON HILLS CIRCLEUP INVESTORS. LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 17, 2017 to Jul 19, 2018factForm ADV

Dated events

Occurred
Aug 17, 2023
Firm absorbed
Silicon Hills Wealth Management's advisors moved to Waverly Advisors, LLC (Austin, TX): 4 of 4 registered, on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Aug 17, 2023
Advisor changed firm
Katia Muriel Palza left Silicon Hills Wealth Management for Waverly Advisors, Llc (registered 2023-07-13)
Form ADVobserved 6 days ago
Occurred
Aug 17, 2023
Advisor changed firm
James Allen Werner left Silicon Hills Wealth Management for Waverly Advisors, Llc (registered 2023-07-14)
Form ADVobserved 6 days ago
Occurred
Aug 17, 2023
Advisor changed firm
Glenda Marie Molina left Silicon Hills Wealth Management for Waverly Advisors, Llc (registered 2023-07-14)
Form ADVobserved 6 days ago
Occurred
Aug 17, 2023
Advisor changed firm
Thomas William Brown left Silicon Hills Wealth Management for Waverly Advisors, Llc (registered 2023-07-14)
Form ADVobserved 6 days ago
Occurred
Apr 5, 2023
Advisor changed firm
Larry Dean Rogers left Silicon Hills Wealth Management for Intelligence Driven Advisers, Llc (registered 2023-04-25)
Form ADVobserved 6 days ago
Occurred
Mar 6, 2023
Advisor changed firm
Griffin Kent left Silicon Hills Wealth Management for Mission Wealth Management, Lp (registered 2023-03-10)
Form ADVobserved 6 days ago
Occurred
Oct 19, 2022
Advisor changed firm
Richard Scott Wimmer left Silicon Hills Wealth Management for Meredith Wealth Planning (registered 2022-11-08)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2020
Control person left
Heidi Pamela Friedman (Member And Cco) no longer on Schedule A of Silicon Hills Wealth Management (listed 2019-03-28, absent 2020-03-24)
Form ADVobserved 6 days ago
Occurred
Jun 23, 2014
First Form ADV filing
Silicon Hills Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3458f12-688a-0615-8c4f-7722c8a3e473
First observed: Jun 23, 2014
Last observed: Mar 28, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SILICON HILLS WEALTH MANAGEMENT

SILICON HILLS WEALTH MANAGEMENT, LLC, CRD 166030

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e3458f12-688a-0615-8c4f-7722c8a3e473

Data as of Mar 28, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SILICON HILLS CIELO II INVESTORS, LP

Private Equity Fund

$1.3M

Jul 19, 2018

Mar 17, 2017

dropped

n/a

SILICON HILLS CIRCLEUP INVESTORS. LP

Private Equity Fund

$938,518

Jul 19, 2018

Mar 17, 2017

dropped

n/a

SILICON HILLS GRAVITANT INVESTORS, LP

Private Equity Fund

Jul 19, 2018

Mar 17, 2017

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, THOMAS, WILLIAM

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

10/2012

Jun 23, 2014

Mar 28, 2023

WERNER, JAMES, ALLEN

Member

yes

10/2012

Jun 23, 2014

Mar 28, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 28, 2023

$241M

$239M

n/a

2021

Mar 24, 2022

$273M

$271M

n/a

2020

Mar 17, 2021

$214M

$211M

n/a

2019

Mar 24, 2020

$264M

$262M

n/a

2018

Mar 28, 2019

$221M

n/a

2017

Mar 20, 2018

$217M

$2.2M

2016

Mar 28, 2017

$175M

n/a

$2.3M

2015

Mar 25, 2016

$125M

n/a

2014

Mar 30, 2015

$118M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$241M

$273M

-12.0%

$264M

-3.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WAVERLY ADVISORS, LLC

Aug 17, 2023

Jul 14, 2023

AUSTIN, TX

Firm absorbed

RIA to RIA

100.0%