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SILVER OAK WEALTH MANAGEMENT, LLC
SILVER OAK WEALTH MANAGEMENT, LLC
1 registered advisor
·
CRD# 281310
SEC# 801-106584
4807601689
01
Firm Overview
AUM
$6M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at SILVER OAK WEALTH MANAGEMENT, LLC
1 registered advisor
Brian Richardson Castillo
SCOTTSDALE, Arizona
CRD# 2942269
05
Office Locations
SCOTTSDALE, Arizona
1 advisor
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Data sourced from SEC Form ADV filings. SILVER OAK WEALTH MANAGEMENT, LLC (CRD# 281310) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.