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SILVERLAKE WEALTH MANAGEMENT LLC
SILVERLAKE WEALTH MANAGEMENT LLC
WILLISTON, Vermont
·
5 registered advisors
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CRD# 165525
SEC# 801-97340
2
(802) 857-5083
01
Firm Overview
AUM
$486M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SILVERLAKE WEALTH MANAGEMENT LLC
5 registered advisors
Jeffrey Donald Steele
WILLISTON, Vermont
CRD# 2111373
Richard Joseph Briand
WILLISTON, Vermont
CRD# 1045809
Robert William Eddy
WILLISTON, Vermont
CRD# 75378
Theodore Martin Riehle
WILLISTON, Vermont
CRD# 1053690
Thomas Joseph Golonka
WILLISTON, Vermont
CRD# 2209094
05
Office Locations
WILLISTON, Vermont
5 advisors
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Data sourced from SEC Form ADV filings. SILVERLAKE WEALTH MANAGEMENT LLC (CRD# 165525) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.