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SILVERLAKE WEALTH MANAGEMENT LLC

WILLISTON, VT · CRD 165525 · IAPD ↗ · (802) 857-5083

$849.1MRegulatory AUM
11Advisory reps
13Employees
0Clients
11-25Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — SILVERLAKE WEALTH MANAGEMENT LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — SILVERLAKE WEALTH MANAGEMENT LLC reported RAUM up 48% ($572.7M -> $849.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — SILVERLAKE WEALTH MANAGEMENT LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
February 2026 — SILVERLAKE WEALTH MANAGEMENT LLC notice-filed in OH, PA, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — SILVERLAKE WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($485.7M -> $572.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — SILVERLAKE WEALTH MANAGEMENT LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
January 2025 — SILVERLAKE WEALTH MANAGEMENT LLC notice-filed in MD, ME, OR, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2024 — SILVERLAKE WEALTH MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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