| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Robayo Control | Chief Compliance Officer | Under 5% | 2023 |
| Shufan Nmi Cao Control | President & Chief Executive Officer | Over 75% | 2017 |
Silver Oak Wealth Advisors Services, LLC reports $261.9 million in regulatory assets under management on its Form ADV.
Silver Oak Wealth Advisors Services, LLC reports 7 employees.
Silver Oak Wealth Advisors Services, LLC is based in Los Angeles, CA and has been SEC-registered since 2018.
Silver Oak Wealth Advisors Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10940 Wilshire Blvd, Suite 975, Los Angeles, CA 90024 |
| Phone | 310-207-4800 |
| Fax | 310-943-0398 |
| Office hours | 8:30 - 5:30 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $249.8M |
| Non-discretionary | $12.1M |
| Total (RAUM) | $261.9M |