SILVEROAK WEALTH MANAGEMENT LLC

EDINA, Minnesota·6 registered advisors·CRD# 110532
SEC# 801-602080952-896-5700
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SILVEROAK WEALTH MANAGEMENT LLC

6 registered advisors
Allen B. Kaufmann
EDINA, Minnesota
John L. Thorvilson
EDINA, Minnesota
Kathleen Jean Nelson
EDINA, Minnesota
Kimberly R. Schwichtenberg
EDINA, Minnesota
Perry Paul Silverman
EDINA, Minnesota
Shannon Alan King
EDINA, Minnesota
05

Office Locations

EDINA, Minnesota
6 advisors

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Data sourced from SEC Form ADV filings. SILVEROAK WEALTH MANAGEMENT LLC (CRD# 110532) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.