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SILVER OAK WEALTH ADVISORS SERVICES, LLC
CRD 291645 · SEC 801-112279
10940 WILSHIRE BLVD, SUITE 975, LOS ANGELES, CA, 90024, United States
Phone
310-207-4800
Fax
310-943-0398
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.0M
Discretionary AUM
$287.4M
Team
7 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $27.1M |
| High net worth individuals | 80 | $271.9M |
States served
CA, TX, CT
All web addresses on file
Official SEC filing: View on IAPD