SILVER OAK WEALTH MANAGEMENT, LLC

1 registered advisor·CRD# 281310
SEC# 801-1065844807601689
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 ManagementFee-Only Advisory
04

Advisors at SILVER OAK WEALTH MANAGEMENT, LLC

1 registered advisor
Brian Richardson Castillo
SCOTTSDALE, Arizona
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.