# SVB WEALTH

> FINRA firm 172832 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · BOSTON, MA

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 172832
- **Firm name:** SVB WEALTH
- **Other names:** BANYAN PARTNERS, SVB WEALTH LLC, SVB WEALTH, SVB PRIVATE, KLS, A DIVISION OF SVB WEALTH LLC, KLS, A DIVISION OF BOSTON PRIVATE, FIRST CITIZENS WEALTH, BP WEALTH MANAGEMENT, LLC, BP WEALTH MANAGEMENT, BOSTON PRIVATE, AN SVB COMPANY, BOSTON PRIVATE WEALTH MANAGEMENT, BOSTON PRIVATE WEALTH LLC, BOSTON PRIVATE WEALTH, BOSTON PRIVATE
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-80480
- **Branches:** 77
- **Has disclosure events:** YES
- **Headquarters:** BOSTON, MA, 02109, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/172832

## Citation

> FINRA BrokerCheck, firm 172832 (SVB WEALTH). Retrieved via AI Analytics 2026-07-14 from https://api.ai-analytics.org/broker/172832.

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