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| Silveroak Wealth Management LLC
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|---|---|
| CRD # | 110532 |
| SEC # | 801-60208 |
| CIK # | 0001764766 |
| AUM | 1,998.4 M (2026-03-31) |
| Employees | 23 (35% 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 | 11.1 | ||
| CMS Energy Corp | 5.3 | ||
| Apple Inc | 5.1 | ||
| Fuller H B Co | 4.7 | ||
| Ecolab Inc | 3.6 | ||
| Facebook Inc | 3.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 64.9 |
| (b) Individuals (high net worth individuals) | 328 | 1,929.4 |
| (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 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,992 | 1,998.4 |
| By Discretionary | ||
| Discretionary | 1,924 | 1,869.4 |
| Non-Discretionary | 68 | 129.0 |
| Total | 1,992 | 1,998.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.8 | |
| United States Persons | 1,978.6 | |
| Total | 1,992 | 1,998.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001764766] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 12 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Marks Group Wealth Management Inc
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|
MN | 2,017.3 M |
|
Albion Management Group
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UT | 2,013.6 M |
|
Jackson Thornton Wealth Management LLC
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AL | 2,009.6 M |
|
Avendus Wealth Management Private Limited
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2,005.9 M | |
|
JNBA Financial Advisors LLC
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|
MN | 2,005.1 M |
|
Well Done LLC
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MI | 2,002.9 M |
|
Neville Rodie & Shaw Inc
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NY | 2,002.8 M |
|
Corda Investment Management LLC
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|
TX | 2,000.1 M |
|
The Harbor Group Inc
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|
NH | 1,996.3 M |
|
Comperio Retirement Consulting Inc
✚
|
NC | 1,985.2 M |