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SILA FINANCIAL, LLC

· CRD 298406 · IAPD ↗ · 425-605-9533

$124.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — SILA FINANCIAL, LLC (location n/a) is newly SEC-registered with $113.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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