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SILVER OAK WEALTH ADVISORS SERVICES, LLC

LOS ANGELES, CA · CRD 291645 · IAPD ↗ · silveroakwa.com · 310-207-4800

$300.0MRegulatory AUM
3Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — SILVER OAK WEALTH ADVISORS SERVICES, LLC now reports custody of client assets ($133.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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