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Thomas Joseph Golonka

SILVERLAKE WEALTH MANAGEMENT LLC·WILLISTON, Vermont
Clean recordSILVERLAKE WEALTH MANAGEMENT LLC
33 BLAIR PARK ROAD, WILLISTON, VT 05495CRD# 2209094Firm CRD# 165525

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Joseph Golonka · WILLISTON, VT
Registration
CRD #2209094 · SILVERLAKE WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Joseph Golonka 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
Introduction

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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# 2209094
Firm CRD# 165525
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Joseph Golonka offer?
Thomas Joseph Golonka specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLISTON, Vermont for a consultation.
What are Thomas Joseph Golonka's credentials?
Thomas Joseph Golonka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Joseph Golonka located?
Thomas Joseph Golonka 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 Thomas Joseph Golonka charge for services?
Thomas Joseph Golonka'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.
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Other Advisors at SILVERLAKE WEALTH MANAGEMENT LLC

Jeffrey Donald Steele
WILLISTON, VT
Richard Joseph Briand
WILLISTON, VT
Robert William Eddy
WILLISTON, VT
Theodore Martin Riehle
WILLISTON, VT

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Research
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