← Directory
SILVEROAK WEALTH MANAGEMENT LLC
CRD 110532File 801-60208
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.00B
Top 25% of cohort (national)
Discretionary AUM
$1.87B
Non-discretionary $129.0M
Clients
446
1,992 accounts
Employees
23
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 27, 2001
- Principal office
- 3600 MINNESOTA DRIVE, SUITE 860, EDINA, MN, 55435
- Phone
- 952-896-5700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.00B
- Discretionary AUM
- $1.87B
- Non-discretionary AUM
- $129.0M
- Discretionary accounts
- 1,924
- Non-discretionary accounts
- 68
- Total accounts
- 1,992
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $4.1M |
| High net worth individuals | 328 | $1.93B |
| Individuals (other than high net worth individuals) | 116 | $64.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.