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SILVERLAKE WEALTH MANAGEMENT LLC
CRD 165525 · SEC 801-97340
33 BLAIR PARK ROAD, SUITE 100, WILLISTON, VT, 05495, United States
Phone
(802) 857-5083
Fax
(802) 857-5082
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$849.1M
Discretionary AUM
$783.9M
Team
13 total employees; 11 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 774 | $217.0M |
| High net worth individuals | 254 | $597.2M |
| Pension/profit sharing plans | 6 | $15.8M |
| Charitable organizations | 13 | $6.1M |
| Corporations/business entities | 25 | $12.9M |
States served
VT, CA, CO, ME, MD, MA, NJ, NY, NC, OH, OR, PA, RI, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD