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Silveroak Wealth Management LLC

● SEC registered since 2001CRD 110532SEC# 801-60208Edina, MN
Export (members)
Reg. AUM
$1.72B
Employees
23
Accounts
1,891
Location
Edina, MN

Silveroak Wealth Management LLC assets under management

Silveroak Wealth Management LLC is an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2001. It reports $1.7 billion in regulatory assets under management and employs 23 people.
www.silveroakwealth.comView on SEC.gov ↗

Silveroak Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Kathleen Jean Nelson ControlMember, Vice President, Treasurer5-10%2020
Shannon Alan King ControlPresident, Chief Compliance Officer, Secretary, Chair & MemberOver 75%2004

Frequently asked questions

How much does Silveroak Wealth Management LLC manage?

Silveroak Wealth Management LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Silveroak Wealth Management LLC have?

Silveroak Wealth Management LLC reports 23 employees.

Where is Silveroak Wealth Management LLC located?

Silveroak Wealth Management LLC is based in Edina, MN and has been SEC-registered since 2001.

Does Silveroak Wealth Management LLC disclose fund performance?

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

Contact & registration

Address3600 Minnesota Drive, Suite 860, Edina, MN 55435
Phone952-896-5700
Fax952-896-5719
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1764766
Discloses disciplinary historyNo

Assets under management

Discretionary$1.6B
Non-discretionary$117.8M
Total (RAUM)$1.72B