Siler Wealth Management: new SEC registration, $189M AUM, Longwood, FL
Siler Wealth Management (Longwood, Florida): new SEC registration, $189M AUM, Longwood, FL. Its amount of 189 is above the median of 134 (66th percentile). Dated 296 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 189 · 66th percentile of 1,149 NewRiaPulse records · 1.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Siler Wealth Management |
| Legal name | Sdr Investment Management, INC. |
| CRD | 108682 |
| Status | Approved |
| Registered with the SEC | 2026-01-12 |
| Latest Form ADV filing | 2026-03-30 |
| Location | Longwood, FL, United States |
| Regulatory AUM | $188,567,348 |
| Accounts | 1165 |
| Employees | 6 |
| Website | HTTP://WWW.SILERWEALTH.COM |
| amount percentile | 66th of 1,149 (median 134, 1.4x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-12
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Siler Wealth Management and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Siler Wealth Management's amount: 66th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $189M under management.
- Website on file.
What is the NewRiaPulse record for Siler Wealth Management in Longwood, Florida?
Siler Wealth Management received SEC registration as an investment adviser (2026-01-12) with $188,567,348 in regulatory assets under management, based in Longwood, FL.
How does Siler Wealth Management compare to other Florida NewRiaPulse records?
Its amount of 189 sits in the upper half (66th percentile) of 1,149 records; the median is 134. It is 296 days old; check the official source for later updates before acting.
Siler Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Siler Wealth Management | Longwood, FL | 189 | 66th | 2026-01-12 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.