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Deana L. Moncayo

Silicon Valley Capital Partners, L.P.

San Jose, CA

CRD 8040843

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Employer firm

Silicon Valley Capital Partners, L.p. CRD 125114

$1.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Silicon Valley Capital Partners, L.P.

1731 Technology Drive Suite 810, San Jose, CA 95110 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-05
  • CA RA
    APPROVED
    Since 2025-06-05

Branch Locations

1731 Technology Drive, San Jose, CA 95110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Silicon Valley Capital Partners, L.P. San Jose CA 09/2024 Present
Private Uhnwi Atherton CA 08/2019 03/2023
Wade Financial Advisory, Inc. Campbell CA 06/2008 07/2017
Homemaking San Jose CA 03/2023 09/2024
Homemaking San Jose CA 07/2017 08/2019
  • 09/2024 → Present
    Silicon Valley Capital Partners, L.P.
    San Jose, CA
  • 08/2019 → 03/2023
    Private Uhnwi
    Atherton, CA
  • 06/2008 → 07/2017
    Wade Financial Advisory, Inc.
    Campbell, CA
  • 03/2023 → 09/2024
    Homemaking
    San Jose, CA
  • 07/2017 → 08/2019
    Homemaking
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-05
  • S65 Uniform Investment Adviser Law Examination
    2025-06-05

View on SEC IAPD

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