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SVB WEALTH LLC

Limited Liability Company · Boston, United States · LEI 549300TQGLM6XXD5TX84
LEI active

Summary

SVB WEALTH LLC is registered in the United States. Its legal form is Limited Liability Company. According to GLEIF, its ultimate parent is SVB Financial Group (United States). That group has 3 subsidiaries with LEIs in 2 countries, 2 of them in the United States. The LEI was first issued on 24 Jun 2021 and the record was last updated on 23 Mar 2026; the next renewal is due by 8 Apr 2027. AssetCensus found 1 data-quality note for this entity (see below).

Written from GLEIF data using fixed, reviewed sentence templates.

Data-quality notes (AssetCensus analysis)

  • The ultimate-parent link rests on accounts for the period ending 31 Dec 2020, more than 24 months before this data release. The group may have changed since.

Company details

Legal formLimited Liability Company
Register · Register website
Registration number001144739
Registration authorityCorporations Division (Secretary of the Commonwealth's Office)
JurisdictionUnited States (US-MA)
Registered addressC/O C T Corporation System, 155 Federal St., 02110 Boston, United States
Headquarters addressOne Federal Street, 02110 Boston, United States
Categorycompany or other legal entity
Statusactive
Founded (per GLEIF)19 Aug 2014
LEI549300TQGLM6XXD5TX84
LEI statusactive
LEI first issued24 Jun 2021
LEI record last updated23 Mar 2026
Next LEI renewal8 Apr 2027
Corroboration of the LEI recordfully corroborated

Group membership

SVB Financial Group United States lapsed ultimate parent
SVB WEALTH LLC this entity
View the whole group: 3 subsidiaries in 2 countries

Relationship to the parent

Ultimate parent
ParentSVB Financial Group
Accounting period1 Jan 2020 to 31 Dec 2020
Evidenceother official documents
Corroborationsupplied by the entity only
Relationship start8 Jun 2021
Recorded at GLEIF since18 Apr 2022
Last updated20 Mar 2025
Record statuscurrent

Parent not reported to GLEIF

  • Direct parent: the parent information is not public, because of legal constraints, possible detriment, or because consent was not obtained.

Other names

  • BP WEALTH MANAGEMENT, LLC · previous name
  • BOSTON PRIVATE WEALTH LLC · previous name

History

22 Apr 2022Legal name changed