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| Happy Holidays!! thanks for using AUM13F!! |
| Silverlake Wealth Management LLC
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| CRD # | 165525 |
| SEC # | 801-97340 |
| CIK # | 0001966026 |
| AUM | $572.7 M (2025-06-30) |
| Employees | 12 (75% Investors, 58% Brokers) |
| Phone | 802-857-5083 |
| Address | 33 Blair Park Road Williston, VT 05495 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.2 | ||
| Apple Inc | 11.2 | ||
| Procter & Gamble Co | 6.3 | ||
| International Business Machines Corp | 5.9 | ||
| Verizon Communications Inc | 5.4 | ||
| Johnson & Johnson | 4.1 | ||
| Home Depot Inc | 2.7 | ||
| Exxon Mobil Corp | 2.7 | ||
| Kimberly Clark Corp | 2.5 | ||
| Oneok Inc /New/ | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 518 | 141.3 |
| (b) Individuals (high net worth individuals) | 170 | 402.6 |
| (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 | 7 | 14.4 |
| (h) Charitable organizations | 7 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 2.2 |
| (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 | 20 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,892 | 572.7 |
| By Discretionary | ||
| Discretionary | 1,798 | 514.8 |
| Non-Discretionary | 94 | 57.8 |
| Total | 1,892 | 572.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 572.7 | |
| Total | 1,892 | 572.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966026] |
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|---|---|---|
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Sandbox Financial Partners LLC
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MD | 0.6 |
|
Demming Financial Services Corp
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OH | 0.6 |
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Ironwood Financial LLC
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AZ | 0.6 |
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Investment Management Associates Inc
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CO | 0.6 |
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Altus Wealth Group LLC
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CO | 0.6 |
|
Pinnacle Financial Group LLC
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IL | 0.6 |
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ABLE Financial Group LLC
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AZ | 0.6 |
|
NWK Group Inc
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|
CA | 0.6 |
|
Core Wealth Advisors Inc
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|
FL | 0.6 |
|
Cornell Pochily Investment Advisors Inc
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|
NY | 0.6 |