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SILVER LAKE ADVISORY PARTNERS, LLC

· CRD 107625 · IAPD ↗ · silverlakeadvisory.com · 941-259-2099

$325.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — SILVER LAKE ADVISORY, LLC is now doing business as SILVER LAKE ADVISORY PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
February 2025 — SILVER LAKE ADVISORY, LLC reported RAUM up 27% ($253.2M -> $320.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
February 2025 — SILVER LAKE ADVISORY, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.