SILVER OAK WEALTH ADVISORS SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$299,962,641
Discretionary
$287,416,653
Non-discretionary
$12,545,988
Firm details
- CRD number
- 291645
- SEC file number
- 801-112279
- Main office
- LOS ANGELES, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- http://www.silveroakwa.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.