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Perry Paul Silverman

SILVEROAK WEALTH MANAGEMENT LLC·EDINA, Minnesota
Unclaimed Profile
7650 EDINBOROUGH WAY, EDINA, MN 55435CRD# 1565473Firm CRD# 110532
01

About

Perry Paul Silverman is a registered financial advisor based in EDINA, Minnesota, affiliated with SILVEROAK WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SILVEROAK WEALTH MANAGEMENT LLC
SILVEROAK WEALTH MANAGEMENT LLC
AUM
$1.5B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at SILVEROAK WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1565473
Firm CRD# 110532
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Perry Paul Silverman offer?
Perry Paul Silverman specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.
What are Perry Paul Silverman's credentials?
Perry Paul Silverman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Perry Paul Silverman located?
Perry Paul Silverman is based in EDINA, Minnesota, working with SILVEROAK WEALTH MANAGEMENT LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Perry Paul Silverman charge for services?
Perry Paul Silverman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SILVEROAK WEALTH MANAGEMENT LLC?
SILVEROAK WEALTH MANAGEMENT LLC has approximately 20 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EDINA
Seth Lawrence Cogswell — RUNNING OAK CAPITAL LLCChristine Marie Sorensen — TRADITION WEALTH MANAGEMENT LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCPeter James Conrad — FIRST LIGHT ASSET MANAGEMENT, LLCRyan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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