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SILVEROAK INVESTMENTS, LLC

· CRD 290935 · IAPD ↗ · 800-520-0605

$68.3MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2025 — SILVEROAK INVESTMENTS, LLC (location n/a) left the SEC roster (was $68.3M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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