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SILVEROAK WEALTH MANAGEMENT LLC

EDINA, MN · CRD 110532 · IAPD ↗ · silveroakwealth.com · 952-896-5700

$2.00BRegulatory AUM
8Advisory reps
23Employees
12Clients
251-500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — SILVEROAK WEALTH MANAGEMENT LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — SILVEROAK WEALTH MANAGEMENT LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — SILVEROAK WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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