Overview
Assets Under Management: $218 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 74
Average Client Assets: $3 million
Frequently Asked Questions
SILVER OAK WEALTH ADVISORS SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291645), SILVER OAK WEALTH ADVISORS SERVICES, LLC is subject to fiduciary duty under federal law.
SILVER OAK WEALTH ADVISORS SERVICES, LLC is headquartered in LOS ANGELES, CA.
SILVER OAK WEALTH ADVISORS SERVICES, LLC serves 74 high-net-worth clients according to their SEC filing dated November 08, 2024. View client details ↓
According to their SEC Form ADV, SILVER OAK WEALTH ADVISORS SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SILVER OAK WEALTH ADVISORS SERVICES, LLC manages $218 million in client assets according to their SEC filing dated November 08, 2024.
According to their SEC Form ADV, SILVER OAK WEALTH ADVISORS SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 532
Discretionary Accounts: 497
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 291645
Last Filing Date: 2024-11-08 00:00:00
Website: https://silveroakwa.com