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Silverlake Wealth Management LLC

● SEC registered since 2015CRD 165525SEC# 801-97340Williston, VT
Export (members)
Reg. AUM
$572.7M
Employees
12
Accounts
1,892
Location
Williston, VT

Silverlake Wealth Management LLC assets under management

Silverlake Wealth Management LLC is an investment advisory firm registered with the SEC based in Williston, VT. The firm has been registered since 2015. It reports $572.7 million in regulatory assets under management and employs 12 people.
www.linkedin.com/company/silverlakewealthmanagementView on SEC.gov ↗

Silverlake Wealth Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Jeffrey Donald Steele ControlMember, Managing Partner And Chief Compliance Officer10-25%2012
Richard Joseph Briand ControlMember, Managing Partner10-25%2012
Robert William Eddy ControlMember, Managing Partner10-25%2012
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Frequently asked questions

How much does Silverlake Wealth Management LLC manage?

Silverlake Wealth Management LLC reports $572.7 million in regulatory assets under management on its Form ADV.

How many employees does Silverlake Wealth Management LLC have?

Silverlake Wealth Management LLC reports 12 employees.

Where is Silverlake Wealth Management LLC located?

Silverlake Wealth Management LLC is based in Williston, VT and has been SEC-registered since 2015.

Does Silverlake Wealth Management LLC disclose fund performance?

Silverlake Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address33 Blair Park Road, Suite 100, Williston, VT 05495
Phone(802) 857-5083
Fax(802) 857-5082
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$514.8M
Non-discretionary$57.8M
Total (RAUM)$572.7M