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SILVEROAK WEALTH MANAGEMENT LLC
CRD 110532 · SEC 801-60208
3600 MINNESOTA DRIVE, SUITE 860, EDINA, MN, 55435, United States
Phone
952-896-5700
Fax
952-896-5719
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.00B
Discretionary AUM
$1.87B
Team
23 total employees; 8 advisory reps; 12 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $64.9M |
| High net worth individuals | 328 | $1.93B |
| Corporations/business entities | 2 | $4.1M |
States served
AZ, CA, CO, IL, IA, MA, MI, MN, NY, PA, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD