SILVEROAK WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$1,998,398,183
Discretionary
$1,869,356,772
Non-discretionary
$129,041,411
Firm details
- CRD number
- 110532
- SEC file number
- 801-60208
- Main office
- EDINA, MN, United States
- Employees
- 23
- SEC status
- Approved
- Website
- HTTP://WWW.SILVEROAKWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.