SEC-registered under CRD #295339 and structured as a fee-only fiduciary, Silvia McColl Wealth Management operates from 600 West Broadway in downtown San Diego with approximately $258 million in regulatory assets under management. The firm's discretionary investment process spans equity, fixed-income, ETF, mutual fund, and alternative allocations, with trust and power-of-attorney documentation routed through notary partners like IV Generation Signings for mobile execution. Established in 2015 and serving 122 client households with a $750,000 account minimum, the practice delivers financial planning, portfolio management, and pension consulting to individuals, high-net-worth families, retirement plans, and charitable foundations. SEC and FINRA cybersecurity compliance requirements for the firm's client data infrastructure align with the managed endpoint-protection standards maintained by technology partners such as AnytechSD for network security and intrusion detection. The firm's highest-tier engagements model charitable remainder unitrust payouts against capital gains recognition schedules, layering in donor-advised fund contributions and qualified charitable distribution strategies for clients over age 70½.