AdvisorOS Directory
Claim Profile
TR

Theodore Martin Riehle

SILVERLAKE WEALTH MANAGEMENT LLC·WILLISTON, Vermont
Unclaimed Profile
33 BLAIR PARK ROAD, WILLISTON, VT 05495CRD# 1053690Firm CRD# 165525
01

About

Theodore Martin Riehle is a registered financial advisor based in WILLISTON, Vermont, affiliated with SILVERLAKE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SILVERLAKE WEALTH MANAGEMENT LLC
SILVERLAKE WEALTH MANAGEMENT LLC
AUM
$486M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SILVERLAKE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1053690
Firm CRD# 165525
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILLISTON?

Browse all registered financial advisors in WILLISTON, Vermont or claim this profile if it's yours.

Browse WILLISTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Theodore Martin Riehle offer?
Theodore Martin Riehle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLISTON, Vermont for a consultation.
What are Theodore Martin Riehle's credentials?
Theodore Martin Riehle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Martin Riehle located?
Theodore Martin Riehle is based in WILLISTON, Vermont, working with SILVERLAKE WEALTH MANAGEMENT LLC. Their office serves clients in the WILLISTON metropolitan area and surrounding communities.
How does Theodore Martin Riehle charge for services?
Theodore Martin Riehle'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 SILVERLAKE WEALTH MANAGEMENT LLC?
SILVERLAKE WEALTH MANAGEMENT LLC has approximately 10 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WILLISTON
Jeffrey Donald Steele — SILVERLAKE WEALTH MANAGEMENT LLCRichard Joseph Briand — SILVERLAKE WEALTH MANAGEMENT LLCThomas Joseph Golonka — SILVERLAKE WEALTH MANAGEMENT LLCRobert William Eddy — SILVERLAKE WEALTH MANAGEMENT LLCMichael Lindus Thompson — COPPER LEAF FINANCIAL, LLC
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)SOUTH BURLINGTON (17)BRATTLEBORO (13)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideSOUTH BURLINGTON GuideBRATTLEBORO Guide
Research
Advisor Fees in VermontNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile