SILVEROAK WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- EDINA, Minnesota
- CRD number
- 110532
- Registered since
- April 27, 2001
- Website
- www.silveroakwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.55%
- Individuals3.25%
- Corporations / Businesses0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Silveroak Wealth Management LLC is an independent, SEC-registered RIA that has operated since 2001 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. Its client-fee mix includes asset-based fees, hourly charges, and fixed-fee engagements. Silveroak identifies as a capital allocator and does not emphasize ESG in its stated investment approach. The firm was recognized in 2020 by the Financial Times (Top 300 RIA Firms) and by FA Magazine (Top RIA Firms).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities36%
- Cash & Cash Equivalents10%
- State & Local Bonds3%
- US Government Bonds1%
Contacts
3 of 7Daniel Hedegard
Financial Planning SpecialistCRD 8112596
SHANNON KING
PresidentCRD 2599999
Alexander Dunne
Support AdvisorCRD 6927779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$677M in ETFs
92%
$626M
4%
$51.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $94.2M | 157,644 | 13.91% |
Location
EDINA, MN
HENNEPIN
Location
EDINA, MN
Headquartered in EDINA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 3600 Minnesota Dr
- Time zone
- CT (UTC-6)
- Office locations
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