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, owner-operated RIA organized as an LLC. The firm is SEC-registered (registration year 2001) and describes itself as a capital allocator that works with both individuals/families and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Service offerings emphasize financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. The firm also lists accounting among its business activities. Silveroak was recognized in 2020 on industry lists published by the Financial Times (Top 300 RIA Firms) and FA Magazine (Top RIA Firms).
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$911M in ETFs
86%
$785M
10%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $112M | 159,910 | 12.30% |
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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