Kristin E Lepri

Investment adviser representative at Svb Wealth

10 yearsExperience

8 statesRegistered in

CFADesignation

$3.1BFirm assets

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

These describe the firm as a whole, not only this advisor.

10 years in the industry.

Registered as an investment adviser representative in 8 states (CT, FL, GA, MA, ME, NH, OH, VT).

Legal name: Svb Wealth LLC

$3.1BAssets managed

1,101Clients

80Advisers

12 yearsIn business

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.