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| Silverlake Wealth Management LLC
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|---|---|
| CRD # | 165525 |
| SEC # | 801-97340 |
| CIK # | 0001966026 |
| AUM | 849.1 M (2026-04-15) |
| Employees | 13 (85% Investors, 46% Brokers) |
| Fees | |
| Minimum | |
| Phone | 802-857-5083 |
| Address | 33 Blair Park Road Williston, VT 05495 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.9 | ||
| Apple Inc | 15.2 | ||
| Johnson & Johnson | 6.3 | ||
| Verizon Communications Inc | 6.1 | ||
| International Business Machines Corp | 6.0 | ||
| Procter & Gamble Co | 5.5 | ||
| Trebia Acquisition Corp | 3.9 | ||
| Caterpillar Inc | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 774 | 217.0 |
| (b) Individuals (high net worth individuals) | 254 | 597.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 15.8 |
| (h) Charitable organizations | 13 | 6.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 12.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,641 | 849.1 |
| By Discretionary | ||
| Discretionary | 2,539 | 783.9 |
| Non-Discretionary | 102 | 65.2 |
| Total | 2,641 | 849.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 849.1 | |
| Total | 2,641 | 849.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966026] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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CA | 850.9 M |
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850.3 M | |
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Liberty Capital Management Inc
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|
Avenir Corporation
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|
Bason Asset Management LLC
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|
Pennsylvania Capital Management Inc
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PA | 848.6 M |
|
BNC Wealth Management LLC
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|
OR | 847.5 M |
|
Mitchell Capital Management Co
✚
|
KS | 847.3 M |
|
Seneca Financial Advisors LLC
✚
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NY | 847.2 M |