Silveroak Wealth Management LLC


Assets, Funds, Holdings

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Silveroak Wealth Management LLC
CRD #110532
SEC #801-60208
CIK #1764766
AUM $760.4 MM (93% Disc, 100% US)
Employees16 (44% Investors, 0% Brokers)
Address7650 Edinborough Way
Edina, MN 55435
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Huntington Steele LLC
PA 0.8
Tradewinds Capital Management LLC
WA 0.8
Investment Professionals Inc
TX 0.8
BTR Capital Management Inc
CA 0.8
Prudent Investor Advisors LLC
CA 0.8
Clarity Financial LLC
TX 0.8
CAG Acquisition LLC
VA 0.8
KLCM Advisors Inc
WI 0.8
Northern Oak Wealth Management Inc
WI 0.8
Burnham Sullivan & Associates
MI 0.8
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