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| Happy Holidays!! thanks for using AUM13F!! |
| Silveroak Wealth Management LLC
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| CRD # | 110532 |
| SEC # | 801-60208 |
| CIK # | 0001764766 |
| AUM | $1.7 B (2025-03-26) |
| Employees | 23 (30% Investors, 0% Brokers) |
| Phone | 952-896-5700 |
| Address | 3600 Minnesota Drive Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| 3M Co | 12.3 | |
| CMS Energy Corp | 4.8 | |
| Fuller H B Co | 4.4 | |
| Facebook Inc | 4.3 | |
| Apple Inc | 4.1 | |
| Ecolab Inc | 3.7 | |
| Rockwell Automation Inc | 2.8 | |
| Microsoft Corp | 2.4 | |
| Nvidia Corp | 2.3 | |
| Amazon Com Inc | 2.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 52.6 |
| (b) Individuals (high net worth individuals) | 326 | 1,660.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,891 | 1,716.9 |
| By Discretionary | ||
| Discretionary | 1,821 | 1,599.1 |
| Non-Discretionary | 70 | 117.8 |
| Total | 1,891 | 1,716.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.4 | |
| United States Persons | 1,699.5 | |
| Total | 1,891 | 1,716.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001764766] |
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|---|---|---|
|
Conservest Capital Advisors Inc
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PA | 1.7 |
|
Landaas & Company LLC
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|
WI | 1.7 |
|
Novare Capital Management
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NC | 1.7 |
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Atwood & Palmer Inc
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MO | 1.7 |
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Ashton Thomas Securities LLC
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NY | 1.7 |
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D'Annunzio Consulting Group LLC
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WA | 1.7 |
|
NBC Securities Inc
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AL | 1.7 |
|
Smith Group Asset Management LLC
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|
TX | 1.7 |
|
Center for Financial Planning Inc
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|
MI | 1.7 |
|
Nilsine Partners LLC
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|
CO | 1.7 |